CPSQL 8.4.3 Service Pack – Email Enhancements.
The following email enhancements have been added in this service pack.
1. Blind carbon copying e-mailed receipts and reports
You can blind carbon copy (Bcc) reports and receipts to one or more e-mail addresses that will be hidden from the other recipients. This feature allows you to retain and archive e-mailed reports and receipts, which you can later re-send to the original recipients, or to others, if necessary.
2. Designating default e-mail addresses
For each customer, user, and vendor record, you can designate the default address for receipts and reports that you will emails.
On the Contacts tab of the Customer, User, or Vendor window, you can select one of the following options from the Reports/receipts e-mail list box:
- E-mail 1 – Select this option to designate the Email 1 address as the default e-mail address for receipts and reports you send to the customer, user, or vendor.
- E-mail 2 – Select this option to designate the Email 2 address as the default e-mail address.
- No e-mail – Select this option to specify that the customer, vendor, or user has no default e-mail address for receipts and reports.
You should select the No e-mail option for the CASH customer or for any similar customer, user, or vendor record for which you don’t want to record an e-mail address.
When you send a receipt to a customer, the default e-mail address you specify will be used automatically. When you send a report to a customer, user, or vendor, the specified default e-mail address will appear on the E-mail parameters dialog by default.
A/R customer statements will only be sent to each customer’s Email 1 address.
3. Sending receipts and reports to multiple e-mail addresses
You can now send receipts and reports to multiple e-mail addresses, instead of just a single e-mail address.
An E-mail Parameters dialog appears when you send a report via e-mail or when you send a receipt to a customer who does not have a default e-mail address on file, enter all of the addresses to which you want to send the report or receipt, separating them with a comma (e.g., Bob.Smith@mycompany.com, email@example.com).
4. Updating e-mail addresses "on the fly"
Authorized users can now update e-mail addresses that are on file for customers, users, and vendors "on the fly" while sending reports or receipts via e-mail.
When you send a report via e-mail or you send a receipt to a customer who does not have a default e-mail address on file, an option will appear that you allows you to select E-mail 1 or E-mail 2 from the E-mail Parameters dialog, and then enter or update the e-mail address in the corresponding field. This ability to "Update/Send" or "Send Only" is a parameter can be allowed/restricted at the CP SQL Security Code level.
If you would like assistance with updating your CP SQL to version 8.4.3, or if you need any assistance with configuring the email changes mentioned above, please contact the CCS Retail Systems Support Department.