Summary


A new Email Copy to Customer checkbox has been added to the Order work item that supports the ability to send a copy of the order to the customer.


Enabling Email Copy to Customer checkbox


The Order Output to use when sending a copy of the Order to an Account when the Order is NOT HELD/HELD needs to be setup in Web Admin to be able to see the Email Copy to Customer option in Web Manager.


This setting can be found by:

  1. Log into Web Administrator and navigate to Diary > Call Types.
  2. Click on Work Items for the Call Type containing the Order work item you want to view the new option to.

  3. Click on the Order work item you wish to update.

  4. Once the Order Details page loads, scroll down and select an Order Output for one or both the Order Output to use when sending a copy to the Order to an Account when the Order is NOT HELD / HELD settings.
    If you do not have and a Report Order Output already set up, the article to create one is: http://fieldsales.perenso.com/support/solutions/articles/8000006928

  5. Save Changes to update and save the changes made.


Default Email Copy to Customer Settings


By default, the Email Copy to Customer checkbox will not be ticked in the call, however, you can change by choosing the default email to send in the Account Details page.

NOTE: You are only able to choose 1 email as the default orders are sent to.



In a Call

If neither Order Output to use when sending a copy of the Order to an Account when the Order is NOT HELD/HELD is setup in Web Admin, the Email Copy to Customer option will not be seen in a Call.

If no email is set to Send copies of orders to this email, the Email Copy to Customer checkbox will not be ticked by default and the primary email address will be seen in the field.

When an email has been set to Send copies of orders to this email, the Email Copy to Customer will be enabled by default with the chosen email address.

NOTE: You are able to change and edit the email address as desired.