X-ERP Help
Email categories
Create email categories that you can assign to one of your partners' contacts. With this category you can specify for which document types the contact person should be automatically inserted as a recipient of emails.
Email categories
Create email categories that you can assign to a contact person from your partners (see Partner > Contact person > Email category). With this category you can specify for which document types the contact person should be automatically inserted as a recipient of emails.
Email > Settings > Email Categories
Fields
- Name: Name of the category (e.g. invoice dispatch)
- Email Type: To:, Cc: and Bcc:
- Point out with that + button to assign the corresponding document types to which this category applies.
Related topics
- Email accounts
- Serial emails
Frequently asked questions
What do I use email categories for in X-ERP?
To assign email recipients for each document type.