Divisional - Follow Up Auto Email

Customer follow up reminders can be automatically emailed to the Salesman or to the Division contact or to both, as determined in the Follow Up window in Customer Contact Information, if CMFE02 is setup to run daily from Automatic Job Scheduling.
Customer follow up information can also be used to build and filter selection lists using the By Follow Up tab on the Selection Criteria utility, for reporting purposes.
An operator must be assigned a Security Role that allows permission to the Customer Management - Follow Up Auto Email in order to access this table.

Refer to Customer Contact Management Overview for further details on this module.

Enter the email address for the Division contact in this file, as follows:

SEQ#

In ADD mode, accept the next sequence number automatically assigned for this record.

DIV

Enter the division code or select one from the drop-down list.
Divisions that are displayed in the drop-down list are restricted by the Divisional Restricted Views assigned to the operator, however any division can be entered and all existing division email addresses are displayed in the table.

NAME

The division name displays.

USER TO EMAIL

Enter the full email address of the division contact.

If no email address is setup, then the company email address as listed in the Company Miscellaneous Parameters is notified.

ACTIONS:
Additional actions provided by buttons on the Follow Up Email screen include:

• Delete a Division Email Address:
  Click on the sequence number for the division to be deleted to highlight the record in focus and then click the DELETE button.
  Confirmation is required.