Email Types

Accounts Receivable Menu -> Customer Site Information -> Additional Site Information window -> Contact Information -> MORE button -> Email Types

Customer Contact Menu -> Customer Contact Information -> Contact Information -> MORE button -> Email Types

The window lists additional types of documents that could be flagged to email to the customer contact, when the Use Contact Document Emailing feature is activated in the Company Email Configuration.

Some of the additional document Email Types include:

• Sales Orders
• Sale Approval Quotes
• Welcome Letter
• Statement Letters
• Contact Rate Cards
• Satisfaction Survey
• Reward Dollar Statements
• Off Rentals
• In-Yard Return Slips
• Open Contract Report per Detailed Contract Open Report based on Contact Associated Sites
• Payment Receipts from Counter Payments