In Versa Cloud ERP, you can send emails directly in the application. Documents such as sales order, sales invoices, sales quotes, purchase orders, account statement can be directly emailed in the application.
To set up the reply to email, subject and body of various emails, got to Setup, Feature Settings, Emailing. Here you can configure the reply to email, subject , default body , attachment document name, default customers' email to use by document type.
When sending a document, the system will first look if the reply to email for the document has been set. If it is set, it will use the email as the sender's email. If it is not set, it will use the email address of the current user as the sender's email.
Since Versa is sending email on your behalf, you would need to make some changes to your DNS server to note Versa is a safe sender for your domain. See this article on how to set it up.
Comments and Suggestions
0 comments
Please sign in to leave a comment.
Related articles