Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
  1. In the navigation panel, double-click Relationships, then click Email Batches.
  2. Click New in the ribbon to create a new email batch. The new email batch screen will display. 


    Expand
    titleShow me


  3. From the drop down in type select Purchase Order Follow Up 

     

      


    Expand
    titleShow me


  4. Enter an email subject
  5.  Click on Extract Batch from the top panel, pop up box will appear. Enter the required details


    Expand
    titleShow me


  6. Click OK and then

  7. Click Run Batch Now from the top panel.

  8. Email batch sending status checking is similar to Sending customer statements using an email batch  

    If recipient email address is incorrect validation error occurs- "Email address 'test@test.com.au' is not valid"