When emailing within DocketManager, the following systemic emails can be generated.


Note: The canned email defaults will be those of the customer, as designated by their Communication Defaults. If the customer does not have designated communication defaults, the canned email will be the system default as designated by Canned Email settings. 


Page

Action (To be selected from the Table or the Actions menu drop-down)
To and CC


Default Canned Email


ContactView.aspx


Email

(If the Contact has no email, an error will generate.)
To should default to Contact's email.


This should automatically set to General default canned email.





Email Login

(If the Contact has no email, an error will generate.)
To should default to Contact's email.


This should  automatically set to Login default canned email.


AccountsReceivable.aspx


Email Statement


To should default to Accounts Payable Contact (ignore CC). If there is no Accounts Payable contact assigned, To should be blank.


This should  automatically set to Accounting default canned email.


CustomerView.aspx


Email Statement



To should default to Accounts Payable Contact (ignore CC). If there is no Accounts Payable contact assigned, To should be blank.


This should automatically set to Accounting default canned email.





Email



To should be blank



This should automatically set to General default canned email.


Orders.aspx


Email Invoice(s)


Note: This option is only available on the Order Table when searching by Customer Number.
To should default to Accounts Payable Contact (ignore CC). If there is no Accounts Payable contact assigned, To should be blank.


This should automatically set to Orders default canned email.



OrderView.aspx


Email Invoice



To should default to Accounts Payable Contact (ignore CC). If there is no Accounts Payable contact assigned, To should be Order Contact.


This should automatically set to Orders default canned email.





Email Quote


To should default to Order contact. If the order contact has no email, the To field should be blank.



This should automatically set to Quote default canned email.





Send Shipped Email

Note: At least one order item must be selected to send a Shipped Email.

To should default to Order contact. If the order contact has no email, the To field should be blank.


This should automatically set to Shipping default canned email.


ItemView.aspx


Email



To should default to Order contact. If the order contact has no email, the To field should be blank.


This should automatically set to General default canned email.





Send Shipped Email


To should default to Order contact. If the order contact has no email, the To field should be blank.


This should automatically set to Shipping default canned email.





Proof Email



To should default to Order contact. If the order contact has no email, the To field should be blank.


This should automatically set to Proof default canned email.





Outsourced Email



No default To.



This should automatically set to Outsourced default canned email.