Using Daily Email of Status to Customers.

Using Daily Email of Status to Customers.

There is a program which is automatically included in Santiago Annapurna_email which will email customers a daily status email.  It can be run as a standalone if needed.

To include a customer in this, go to the customer record and in the Group tab, tick Send Email in the second column in the additional options at the bottom. Update the record. The email address also needs to be entered on the Basic tab.

The emails are sent as HTML and there is a HTML template that can be configured.

Go to Settings / Email.  You will need to enter a HTML editor (there are many on the internet) and click on Email Status.  If the template does not exist then you will be asked to download.

You are now ready to run the Annapurna_email program.

It is usually advisable to work on one customer first and set  the email as an internal lab email so the email can be checked before publishing to external customers.