3. Communication & Templates
Email Template
Setup > Communication & Templates > Email Template Email Templates allows you the create predefined emails with place holders. Email templates can be used in notifications and when emailing report to customers. Create Email Template To create a new ...
Notifications
Setup > Communication & Templates > Notifications Notifications allows you to notify other users when certain events happen. Add Notification From the notification screen select Add to create a new notification. Name : The name of the notification ...
Plugins
Setup > Customization > Plugins Plugins allows ClaricoQUOTE to communicate to external web application. The plugin library is developed by Clarico Systems or approved 3rd party suppliers. Plugins have to be installed and authenticated before they ...
EMail Setup
Email Server For you to send and receive emails you have to setup the email server. Depending on the email service that you are using the setting will change. These properties can be found by looking at your existing email client. From Email Address: ...