42 lines
1.6 KiB
Markdown
42 lines
1.6 KiB
Markdown
# Email Alerts
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You can configure various email alerts in your system to remind you of important activities such as:
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1. Completion date of a Task.
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1. Expected Delivery Date of a Sales Order.
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1. Expected Payment Date.
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1. Reminder of followup.
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1. If an Order greater than a particular value is received or sent.
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1. Expiry notification for a Contract.
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1. Completion / Status change of a Task.
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For this, you need to setup an Email Alert.
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> Setup > Email > Email Alert
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### Setting Up An Alert
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To setup an Email Alert:
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1. Select which Document Type you want watch changes on
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1. Define what events you want to watch. Events are:
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1. New: When a new document of the selected type is made.
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2. Save / Submit / Cancel: When a document of the selected type is saved, submitted, cancelled.
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3. Value Change: When a particular value in the selected type changes.
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4. Days Before / Days After: Trigger this alert a few days before or after the **Reference Date.** To set the days, set **Days Before or After**. This can be useful in reminding you of upcoming due dates or reminding you to follow up on certain leads of quotations.
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1. Set additional conditions if you want.
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1. Set the recipients of this alert. The recipient could either be a field of the document or a list of fixed email ids.
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1. Compose the message
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---
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### Example
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1. Defining the Criteria
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<img class="screenshot" alt="Defining Criteria" src="{{url_prefix}}/assets/img/setup/email/email-alert-1.png">
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1. Setting the Recipients and Message
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<img class="screenshot" alt="Set Message" src="{{url_prefix}}/assets/img/setup/email/email-alert-2.png">
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{next}
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