Main Setup - Email Templates Tab
Define custom settings for each form sent from within DBA.
Screen Details
Template Type
▪Invoice
▪Quote
▪Acknowledgement
▪Purchase Order
▪Customer (general email sent from Customer screen)
▪Supplier (general email sent from Supplier screen)
Subject
Define a standard subject line for each form. Tip: The subject can be used to create incoming email filter rules in your email service provider program to better manage your email work flow (See example below).
BCC
Add a blind carbon copy email address.
Message
Customize the email message details.
Buttons
Add Field
Insert an active data field into either the Subject line or Message body.
Template Field
oInvoice Number
oSO Number
oYour Company Name (from license key name)
oPO Number
Insert Into
Insert the data field into either the Subject line or the Message body.
Add Text Link
Add a link to the Message body.
Example of Customer Email
The following screen shot is an example of what the above template looks like from a customer's perspective.
Example of an incoming Email Filter using the standard Subject
The following screen shot is an example of an incoming email filter that can be used to forward replies to one or more persons in your organization. In this example, the standard subject line is used to establish a filter rule.
▪This methodology allows you to use a single company email address for sending, but still gives flexibility to direct the replies to the appropriate individuals or teams.
(Note: this example is using Rackspace Webmail. Refer to your email service provider's help for their incoming filter settings).
