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Emailing a vendor in relation to an application

Emailing a vendor in relation to an application

Owned by Matthew Garrett
Last updated: May 10, 2017


     

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This article shows how to email a vendor to request an invoice.


 Create the Email Template - Click here to expand...

To be able to email the vendor you will first need to create the template;


A new template will be added



Fill out the template with the required information.

You can include HTML within these templates.

You can add client \ application information by clicking at the point in your template where you wish to add the field and clicking the drop down selector  next to Field Codes,

The available codes will then be displayed.


When you have selected the field that you wish to add click on the Insert button.

There is not access to the complete range of mail merge fields in email templates.

 Sending the Email - Click here to expand...
  1. Click on the Smarlodge button
  2. Click Next on the Welcome screen and you will come to the Smartlodge Tool Screen.



  3. Select Send the Current Application via Email option and click Next.
  4. Ensure all reports to attach are deselected on the Select Reports screen.



  5. Click the Next button until you come to the Select Email Recipients screen.
  6. Click on the Recipient and then click on the To button to add them to the message recipients.



  7. Click on the Next button.



  8. Select the required template and click Next . The email will be produced.

       

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