Installation Company ERP / CRM


Directly Email System Documents

Reason for Update: In order to keep improving our user experience you will now be able to email documents straight from the system rather than having to download them first.

All invoices, purchase orders can be emailed directly to client or supplier and documents previously uploaded to the CRM can also be attached to emails via the relevant ‘attach’ options.

Currently ‘Letters’ will still need to be generated and emailed in the original manner due to the CRM needing to populate these documents first.

If you are sending a Purchase Order email, you will need to build a Purchase Order email template which we have included in ‘Template Types’.

We are scoping further development work to change this in the future as well so watch this space.

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