Communication setup

Communications are setup for a variety of functions throughout the system e.g. authorisations, tasks or sales invoices.

View communication

To view Communications, either select Communication setup from Email & Communications in the Settings section from the pulse menu -

Note

This is an example screen shot of the pulse menu.

Position of the menu items within the pulse will vary according to available options and dependant on personal screen resolution

or enter Communication setup in the Quick Launch Side Menu.
The screenshot below shows a sample grid of the communications where normal customisation of Sets can be used.
Grid information explained -
- Description: Used clearly to identify the communication setup.
- Group: identifies the Communication Group.
- From: the email account used to send the communication.
- Contact field: the contact group that the communication is linked with.
- Attribute: The purpose of the communication.
Tip

To modify the columns displayed, select in the top right of the page, then tick or untick the information you do or don't want to see.

Create a new communication

Select Communication setup menu from View Communication above.
Press New.
Fill in the required fields.
- Description: This must uniquely identify the communication.
- Communication Group: The Communication Group is used to group the communication(s) (Use the dropdown box to view valid groups).
In the General tab
- From: This identifies the email account that will be used to send the communication from and can be based upon a communication from parameter (use dropdown box to view valid values) or a named Email account.
  
  Group - this is one of the previously defined Communication Groups, selected via the dropdown option.
  
  Note
  
  If the Email account availability is not set to Environment, it cannot be hard-coded on the communication.
  Tip
  - Certain FROM options require differing parameter values in the Data Source e.g. when Document legal entity email parameter is used, then DocId must be included in the data source.
  - These parameters are validated in the data source tab, e.g.
Select who the communication is going to by adding details in the +To option.

Selecting the dropdown option in the +To option allows you add details for Cc and Bcc.

Press Create.

The communication will now be ready for use or testing.
You also have the option to Discard if you don't wish to create the communication (you will get a prompt message to confirm this option)

Find a communication

Type a description e.g. sale in the search bar and the system will present all the communications with 'sale' in the description.
You can also move between Recent, Draft or Search to help find communications depending on your needs. (you can even create your own sets - see creating a new set in Getting Started - Sets)

Edit a communication

Select the communication that you would like to edit.
Press Edit
You can now make changes to the fields that are white.

Tip

You can add parameters or links in a communication.
Once you are happy with your changes, press Save.

Copy a communication

Select the communication that you would like to copy.
Press
Press Copy.

Test a communication

The system allows you to test a communication. This is useful for security checks e.g the correct communications are being sent to the correct recipients.