Use the navigation panel to go to Customer/Maintenance/E-mail setup.
‘E-mail setup’ allows the user create presentable e-mail templates for both customers and vendors and send them from a selected ‘Sender’ e-mail address. These e-mails can be used, for example, as cover e-mails for invoices or subscriptions. See example below.
Click on ‘Add’ in the toolbar/ribbon to add an E-mail setup.
NOTE: We recommend that all of our users set up their own SMTP Host. If you do not set up an SMTP host then all mails will be sent from “firstname.lastname@example.org” not from “Sender e-mail”.
NOTE: If no ‘Sending e-mail’ is included, or if email@example.com is used, then the user will not receive ‘undeliverable’ notices if an e-mail bounces. It is therefore advisable to set up the ‘Sending e-mail’ address as a company e-mail using the SMTP – Host.
Uniconta uses two different providers to send emails from Uniconta: Microsoft and emailManager.com.
We use Microsoft as a first priority and if that is busy we use emailManager.com.
Users can now select which provider they would like to use (if they do not want to set up their own SMTP server).
The advantage of using emailManager.com is that it displays the ‘sender’, which Microsoft no longer does.
Read more about SMTP Host here.
Fill out the E-mail set up form as shown below.
Description of e-mail setup fields:
Sending e-mail = firstname.lastname@example.org: This is the e-mail address that the e-mail will be sent from.
Send e-mail from employee: If the sender is an employee, and this box is checked, then the system will look for the employee’s e-mail on the order. Read about setting employees up here. (English translation coming soon). Note that this will only work if the user’s e-mail server is set up to send from other people in your organisation than the e-mail in the SMTP setup. Uniconta’s default email is not set up this way.
CC to Sender: Check this box if the sender is to receive a copy of the e-mail.
Transmitter name =UK Demo company: Name of the sender.
Reply to: If required, enter an e-mail address that a reply can be sent to.
Bcc: If required, enter an e-mail address to receive a bcc.
Subject of e-mail = UK Demo company invoice. Text for the subject of the e-mail.
HTML/Open HTML editor: See below.
Unicode: Check the box to enable Unicode, which ensures, for example, that the user can use language specific letters in the subject and body of the e-mail.
Add fields: Use the ‘Add fields’ dropdown menus to select any fields to be included in the body of the e-mail. Click on the arrow to add the fields. This function can also be used for the ‘Subject of e-mail’ field, but the fields will need to be copied and pasted from the body of the e-mail.
Body text of e-mail: E-mail text.
E-mails can also be written in an HTML editor, such as Microsoft Expression Web and then copied into Uniconta. An example of HTML Danish text, with language specific letters, is given below.
EXAMPLE: Selecting an E-mail for invoices
Customer contact setup
Customers are set up by going to Customer/Customer and clicking on the ‘Add’ button in the toolbar/ribbon. Here the user can provide an ‘E-mail for invoices’, as shown in the screenshot below.
(Click on screenshot to enlarge.)
Contact set up
Individual contacts are set up under Company/Contacts, as shown in the screenshot below.
(Click on screenshot to enlarge).
Click on the ‘Add Record’ or ‘Edit’ button in the toolbar/ribbon to add or edit an existing contact.
This allows the user to select which contacts are to receive various documents (under ‘E-mail recipient’) as shown in the screenshot above.
For example, check the ‘Invoice’ box in the ‘E-mail recipient’ panel if this contact is to receive invoices.
Read more about company contacts here.