Module guide
Email & Notifications
Maintain sending and receiving configuration, templates and notification rules. Check sender identity and delivery before enabling automatic notifications. Never place mailbox passwords or service keys in documentation or public fields.
How this module fits your work
Maintain sending and receiving configuration, templates and notification rules. Check sender identity and delivery before enabling automatic notifications. Never place mailbox passwords or service keys in documentation or public fields.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
01Prepare source records02Complete the activity03Review / approve04Verify the result
Accounts, templates & delivery
- Auto Email ReportRecord page · Accounts, templates & delivery
- Document FollowRecord page · Accounts, templates & delivery
- Email AccountRecord page · Accounts, templates & delivery
- Email DomainRecord page · Accounts, templates & delivery
- Email GroupRecord page · Accounts, templates & delivery
- Email Group MemberRecord page · Accounts, templates & delivery
- Email RuleRecord page · Accounts, templates & delivery
- Email UnsubscribeRecord page · Accounts, templates & delivery
- NotificationRecord page · Accounts, templates & delivery
- Unhandled EmailRecord page · Accounts, templates & delivery
Setup & Templates
- Email Flag QueueInternal/admin record · Setup & Templates
- Email QueueInternal/admin record · Setup & Templates
- Email TemplateRecord page · Setup & Templates
Frequently asked questions
- Why do I see fewer links in ERP?
- The documentation covers installed pages. The live menu hides records, reports and actions your role cannot access.
- Does saving finish the process?
- No. Some records remain drafts until submitted or approved. Related inventory, accounting and external-service actions have their own steps.
- Where do I report an error?
- Use Helpdesk and include the module, record type, operation and error. Do not include passwords or unrelated personal records.