Articles
Activating SedonaEmail
Issue:
Customer is not currently using SedonaEmail but would like to.
Resolution:
A case needs to be sent to our Cloud/IT team to set the customer up with Mandrill. Once Mandrill is set up, a script needs to be run to validate ...
SedonaEmail Implementation Process
Contents
Purpose
Implementation Steps
Revision History
Purpose
This document is an overview of the implementation process for SedonaOffice.
The SedonaEmail module is used to send email communications from within Sed...
Script to Check if Bill-To Email Address in Active and/or Valid
Description of Issue:
When trying to email invoices from the Sedona Office Email application, emails are not going to customers.
Resolution:
The issue could be because the email is flagged as invalid or inactiv...
Troubleshoot Batch Email Setup Errors/Issues
Description of Issue:
Internal
After updating from older versions of SedonaOffice we have seen some customers have problems using the Batch Email Invoices application.
These are some things that can be checked ...
Service Resolution Notes in SedonaEmail
When a service invoice is emailed through SedonaEmail, it is hard coded to use the resolution note. There is no option that will overwrite the inclusion of the resolution note.
How to Tie Different SedonaEmail Templates to Different Branches
Email templates are connected to Branches. The way this is done is through Sedona Setup. Here are the steps.
Step 1) Go to Sedona Setup and go to email setup. You can use a current email template to connect to your Branch or you can create a ne...
SedonaEmail Permissions
When a customer needs to email customer invoices, the Accounts Receivable module has the Batch Email Invoices module to process. Example below.
This is a permission that can be activated by going to the Sedona Setup >User Groups>...