Email - overview
You can manage system email accounts and perform such operations as sending emails from system email accounts and receiving emails to system email accounts; you can also schedule these operations.
Processing incoming emails
In Visma Net, you can activate automatic processing of incoming emails for each system email account. This automatic processing includes forwarding incoming emails to employees based on email history tracked by the system. For details, see: About processing incoming mail.
Using personal email addresses for customer management
For prompt communication with contacts, employees can use their personal email accounts registered with the system. The system analyse email history and automatically forwards incoming emails to the email addresses of all employees that were involved in case processing.
Using email templates
In Visma Net, you can create and maintain a virtually unlimited number of email and notification templates. Email and notification templates are usually created for specific types of recipients (contacts, mailing list members, or campaign members) on particular subjects, such as sales or purchase orders and cash transactions. These templates can contain place-holders, which the system replaces with actual information when it generates emails for each recipient of the type. Files attached to the templates are sent as email attachments. For further details, see: About notification templates.
Sending documents electronically
Many outgoing emails are electronic versions of documents sent to customers and suppliers. With Visma Net, you can define the mailing settings for customers and suppliers, which will be used to send documents to them by email. (You can continue to print documents for sending them via postal services to customers and suppliers who do not want to receive documents electronically.) Also, you can configure these emails to be sent to employees who work with specific suppliers or customers. For more information, see About predefined mailings for customers and suppliers.
Using other functionalities and options
You can also do the following:
- Temporarily suspend all send and receive operations at any time
- Archive old emails