![]() ![]() We share 7 “copy and paste” email templates that you can use to follow up with customers immediately – including two real-life examples of how Apple follow up with their customers.Our unique research, which is based on 1,000 companies, found that less than 3% of all companies send a follow up email to their prospects or customers.Whether you meet with sales reps or speak with customer support, you’ll find out very quickly that only a small number of companies send follow up emails.Select the document type and the document to link the email to. You can relink an email to a document like Issue, Lead, Opportunity, etc. On the emails in your inbox, you can take various actions like Reply, Forward, Mark as Spam or Trash. To switch to Inbox of a different email account and access other folders like Sent Emails, Spam, Trash, click on Email Inbox option in the left bar. In ERPNext, you can link multiple Email Accounts with the single User. User will be able to open emails and perform various actions on them. ![]() All the Emails received on that email will be fetched and listed in the Email Inbox view. This will navigate the user to Email Inbox view within the ERPNext account. If you have correctly configured Email Inbox as instructed above, then on the login of a User, Email Inbox icon will be visible. You can link multiple emails with one user. This will ensure that emails pulled from the said Email ID will accessible only to this User in your ERPNext account. Once an Email Account is created for a User, select that Email Account in the User. Read Email Account documentation for more details on how to setup. If you are creating an Email Account for Email Inbox of a User, then leave Append To field as blank. As per this setting, a User (for whom Email Account is created) will get a prompt to enter email password when accessing his/her ERPNext Account. If you are creating an Email Account for your colleague who's Email Password is unknown to you, then check field "Awaiting Password". For each User whose email account is to be integrated with ERPNext, an Email Account master should be created for it. ![]() Email AccountĬreate an Email Account based on the Email ID of the User. Once you have configured an Email Domain for your Email Service, it will be used for creating Email Accounts for all the Users in your ERPNext account. Home > Settings > Emails > Email Domain > New If you have ever configured a local email client (like Outlook), Email Domain master requires details to be fed similarly. In this master, email gateway details like SMTP Address, Port No., IMAP/POP3 address details are captured. To be able to send and receive emails into your ERPNext account from other email services (like WebMail or Gmail), you should set up an Email Domain master. Know more about creating an Email Domain here. Create an Email DomainĮmail Domain for the following Services is available out-of-the-box and you can directly proceed to create an Email Account. To know how to add a new User, go to the User page. Hence ensure that you have added yourself and your colleagues as a User and assigned them required permissions. You can configure an Email Inbox for a System User only. Following are the detailed steps to configure Email Inbox for a User. In ERPNext, you can configure Email Inbox for each System User. Enabling access to business emails with other transactional details makes ERPNext a single platform for accessing all business information in one place. Email Inbox feature allows you to pull all your business emails into your ERPNext account. Running a business involves many transactional email exchanges with parties like Customers and Suppliers and other members within the company. Once an email account is added, the email inbox will be accessible. ![]()
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