X-ERP Help

Email

The email register makes communication traceable. Sent and received messages about your partner can be searched for and opened centrally.

Partner Register Email

The email register makes communication traceable. Sent and received messages about your partner can be searched for and opened centrally. The prerequisite is that the emails were sent or received via the email module integrated in X-ERP. X-ERP can only assign emails to the partner from email addresses that have been recorded in the Address tab or the Contact person tab.

Read-only values and evaluation fields are taken from master data, documents or financial postings.

Work safely

Filter by subject or time period, open the relevant message and review sensitive content and attachments before forwarding.

Further information / source

Related topics

  1. For specialist users – Use individual modules safely and efficiently › Master data › Partners › Register tabs › Address
  2. For specialist users – Use individual modules safely and efficiently › Master data › Partners › Register tabs › Options
  3. For specialist users – Use individual modules safely and efficiently › Master data › Partners › Register tabs › Customer details
  4. For specialist users – Use individual modules safely and efficiently › Master data › Partners › Register tabs › Supplier details

Frequently asked questions

What is the email partner register for?

The email register makes communication traceable. Sent and received messages about your partner can be searched for and opened centrally.

What should I check before saving?

Check the correct partner, mandatory fields, status and the impact on adjacent processes.