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This functionality allows you to set up an email address or addresses per role.

Your business/organisation may require a copy of the order confirmation email that is sent to the user when the order is integrated into PRONTO to be sent to your customer service area to inform them that an order has been placed and successfully integrated for processing.

An area within your business may already receive an 'Order Placed' email which is generated when the order has been submitted online. Receiving the 'Order Confirmation' email is a popular option because the template contains information such as the 'Debtor Code' and 'PRONTO Sales Order Number'. 

E.G.The specified email address will receive a carbon copy of the order confirmation email template from users that have the CSSUSER role. The specified user or users will receive a 'carbon copy' (CC) of the order confirmation email template. 

 

Step-by-step guide

 

  1. Log in to your site using the administrator role
  2. From the 'Accounts' menu, select 'Role Management'
  3. Select the role that you require
    1. You can also search for a role if they not all displayed on the first page
  4. Once selected, you will be presented with a list of details about the role. 
    1. Then 'Modify' the role details by selecting the 'Modify' button at the top of the page
    2. You can then enter an email address into the 'CC Order Confirmation Email' field
    3. If multiple email addresses are required to be entered, they are to be separated by a semi-colon 
  5. When you have finished entering the email address, select 'OK' at the top of the page 
    1. If you make a mistake, you can select 'Cancel' which will cancel your any changes you have made
  6. Your changes have now been applied 

 

Good To Know

 

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