In order to manually send single e-mail notifications:
Send Notification must be enabled under Security > Profiles > Permission Profiles > Application > CostGuard Client > Customer Notification > Notification History in your Permission Profile.
Manual Email must also be enabled under Send Notification in your Permission Profile.
Enable Send Email must be enabled in Customer Notifications > Delivery Configuration in the Configuration Console.
You can manually send a single e-mail notification to a specific customer from the Notifications tab on the Customer # window displayed for that customer:
Right-click anywhere within the Notifications tab's data table and select Send Notification > Manual Email.
This displays the Email to Customer window.
Enter the required information as described below:
To:
From the drop-down list, select the e-mail address for the person you want to send this message to. The following information is provided with each e-mail address to help you select an e-mail address:
Unique e-mail address from the customer's Contact list.
Name of the person assigned to this e-mail address. If a name does not exist, the Company Name is used. If a Company Name does not exist, this portion is blank.
Indicator as to whether this e-mail address is a home account (home) or work account (work). If this information is unknown, this portion of the drop-down is blank.
This defaults to E-mail 1 (defined in the customer's Primary Customer Contact). If one does not exist, all e-mail addresses for this customer's contacts are sorted into ascending alphanumerical order. The first e-mail address in the sorted list is used as the default.
In the event there are no e-mail addresses for this customer's contacts, the following error is displayed when you click Send:
Click OK to return to the Customer # window.
To resolve this problem, define a contact e-mail address for this customer.
From:
From the drop-down list, select the e-mail address for the person designated to receive all replies to this e-mail message.
This is not necessarily the person who sent the e-mail. This drop-down list is populated with the e-mail addresses specified in "Manual E-mail From Addresses" in Customer Notifications > Delivery Configuration in the Configuration Console. See Configuring Single Email Notifications for more information.
If there are no e-mail addresses defined, the following error is displayed when you click Send:
Click OK to return to the Customer # window, then contact your system administrator to resolve this problem.
Subject
Enter an informative subject. If you do not specify a Subject, the following message is displayed:
Click Yes to send the notification without a Subject.
Click No to return to the Email to Customer window and enter a Subject.
Email Message
Enter your e-mail message.
Note
The Send button is disabled until you enter something in this field.
Click Send. This displays a confirmation window.
Click Yes to send the e-mail notification. This automatically logs the single e-mail notification in the Notifications tab on the Customer # window.
Note
The single email notification is also logged in the Notification History, which you can view via Applications > BackOffice Management > Customer Notifications > Notification History Batches.