![]() ![]() Here you can set the number of minutes to wait before notifications are sent and whom the notifications must go to. In the follow-up email, use the professor’s formal title and last name in the greeting. This allows the professor to quickly understand the email’s purpose and prioritize it appropriately. ![]() If you would like ERPNext to notify you if an email is unreplied for a certain amount of time, then you can set Notify if Unreplied. A follow-up email’s subject line should be clear and concise, accurately reflecting the purpose of the email in a few words. Go to menu View, View Settings, then click Filter. ERPNext will automatically extract these emails from the incoming account and tag it to the relevant communication For example, lets filter your Inbox view to see only unreplied (and unforwarded) messages. In the Reply-To property, the email id will be of the default incoming account (like ). In ERPNext when you send an email to a contact like a customer, the sender will be the user who sent the email. If the recipient is also using Outlook, an item will be added to his or her to-do list. A flag appears in the message list and text appears above the From line in the message. To setup an incoming Email Account, check on Enable Incoming and set your POP3 settings, if you are using a popular email service, these will be preset for you. A flag on a message to recipients adds extra emphasis. To setup an outgoing Email Account, check on Enable Outgoing and set your SMTP server settings, if you are using a popular email service, these will be preset for you. To do that, click on Follow-Up Template, and go ahead. Most email providers such as GMail, Outlook or Yahoo provide these services.Īll emails sent from the system, either by the user to a contact or notifications or transaction emails, will be sent from an Outgoing Email Account. First, if you plan on sending reminders to your recipients, you will probably need to come up with a universal and unimposing message that will gently push your recipient toward writing an immediate reply. Outgoing email accounts use an SMTP service to send emails and emails are retrived from your inbox using a POP service. There are 2 types of email accounts, outgoing and incoming. To enable them, you must set your account details. Regular email services like GMail will restrict you to a limited number of emails per day.ĮRPNext will create templates for a bunch of email accounts by default. Note for self implementers: For outgoing emails, you should setup your own SMTP server or sign up with an SMTP relay service like or that allows a larger number of transactional emails to be sent. If you are on the ERPNext cloud, the default outgoing email is set by us. ![]() There has to be atleast one default outgoing account and one default incoming account. "You can manage multiple incoming and outgoing Email Accounts in ERPNext. ![]()
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