When attempting to drag and drop email from outlook into Acctivate, you may find that some messages do not appear in Acctivate. You may receive a popup message stating the message cannot be imported. This is due to the type…
Articles
Track and Trace Fields for Message Templates
The following table lists the data fields that can be entered into the body of an Email Message Template to request specific Track and Trace information from the database. These message template fields can be used when the email message template type is set…
Posted in Email
Sending email messages from Acctivate using Google Apps for Business email
Acctivate supports outgoing email using Gmail through Google Apps for Business.The configuration and initial setup slightly different then setting up a standard Gmail account . The email account settings can be configured per user in the user section of Configuration Management or you can define…
Posted in Email
Compare and Contrast MAPI and SMTP Email Settings
Acctivate may be configured to send email through Microsoft Mail (MAPI) or Simple Mail Transfer Protocol (SMTP). When choosing which protocol to use, it’s important to understand the basic differences between the two. This article will briefly explain how SMTP and MAPI email…
Posted in Configuration, Email
Broadcast Email – Invoices Selection
When utilizing the Broadcast email utility, users have the option to select information from existing customer Invoices. This information is held under the following menus: Customer > Customer Information > Invoices Tab or Customer > Invoice / Credit Memo. Below is a list of…
Posted in Email
Broadcast Email – Quotes Selection
When utilizing the Broadcast email utility, users have the option to select information from existing customer Quotes. This information is held under the following menus: Customer > Customer Information > Orders Tab or Sales > Quote. Below is a list of all the different…
Broadcast Email – Orders Selection
When utilizing the Broadcast email utility, users have the option to select information from existing customer Orders. This information is held under the following menus: Customer > Customer Information > Orders Tab or Sales > Sales Order. Below is a list of all the…
Broadcast Email – Credit Memos Selection
When utilizing the Broadcast email utility, users have the option to select information from existing Credit Memos. This information is held under the following menus: Customer > Customer Information > Invoices Tab; Customer > Invoice / Credit Memo; or Sales > Credit Memo.…
Broadcast Email – Contact Information Selection
When utilizing the Broadcast email utility, users have the option to select information from the Customer Contact Information. This information is held under Customer > Customer Information > Contacts Tab. Below is a list of all the different filters available and which fields…
Broadcast Email – ShipTo Information Selection
When utilizing the Broadcast email utility, users have the option to select information from the Customer ShipTo Information. This information is held under Customer > Customer Information > Ship To Tab. Below is a list of all the different filters available…
