To access this window, Click on Customer relationship management - > Operations - > Messaging - > Email Alerts.
The text alerts have been subdivided into 5 categories, select the category you would like to view as shown in the figure below and then click refresh to view the data in the category you selected.
Creating An Email Alert
Click on the create button to open the following screen:
On the above screen:
Subject - Enter the subject of your email alert.
Message - Enter the intended message that's to be sent to the specified group.
Recipients - Choose by ticking the checkboxes next to the appropriate recipient group.
To send the message to the selected target group, then click on the CREATE Button.
Automatically the message will be sent to the selected department.
NOTE: The recipient groups being selected here were previously captured in the set-up section.
To set up a new message target group, please refer to Customer Relationship Management- > Setup - > Messaging Groups.
On successful completion you will get a pop-up message confirming that the operation was successful.
Creating Quick E-mail Messages
Click the Quick Email icon to open the following window:
On the above screen:
Subject - Enter the subject of your email alert.
Message - Enter the intended message that's to be sent to the specified group.
Recipients - On the Customer name select a customer to auto fill the recipient's details. Then click the add icon to add the Customers to the Quick E-mail.
Fill in the details as shown below and click create icon to create a Quick email.
On successful completion you will get a pop-up message confirming that the operation was successful.
