Emails
Removing an Email Address Allocated to a Customer
Overview In order to remove an email address allocated to a customer you can follow these steps: Steps Select the Company tab on the Navigation bar. Find the Customer you want to update using the filters. Click the Edit Button so that the information ...
Email System Document to Multiple Customer Recipients at Once
Overview It is possible to email multiple invoices/documents to multiple email address set up on a account, so more than one person receives the email and document. Configuration For this happen you need to set up Email Document Types in the company ...
Email subject line needs to contain the sales order number
Question/Problem The sales order number should be in the email subject line. Resolution/Solution You can change the subject of an email to include the sales order code as follows: Go to [System Setup | Document & Email Settings | Email Settings]. In ...
Client Query - How can I view sent emails?
Question/Problem How can I see when emails are sent? Resolution/Solution On your [Dashboard] you have a tab called Email Manager (Not available on KCC Lite) which lists all emails sent during the last 30 days. Please note that sending an email does ...
Client Query - Automate Email Invoices for Specific Customers or Channels
Problem Customer wishes to know if there is a way to automate email invoices for specific customers/channels? Solution As a chargeable service this may be possible with a SQL report being written and being linked to an email trigger.
Change the email address on email templates
Overview The following is instructions if you need to change the email address on email templates. Steps To make the changes to the email that is presented on PDF reports, you will need to do the following Go to [ System Setup | System Values]. Click ...
Configure Email Settings
Overview This video will show you how to set up and configure your email settings in Khaos Control Cloud. There are step-by-step instructions below the video. Steps Click on System Setup. Click on Document and Email Settings. Click on the Email ...
Using Email Triggers
Overview This video will show you how to use email triggers for example if you want to be emailed sales figures. There are step-by-step instructions below the grid. Steps In System Setup click on Email Triggers. Click on the + sign at the top of the ...
Adding a New Domain to Email Settings
Overview If you want to use emails from KCC then you will need to add a domain; this video explains how to do this. Once you have added the domain you will be able to configure the rest of the email settings. There are step by step instructions below ...
Khaos Control Cloud - Document and Email Settings - Email
Overview Document and Email Settings is found within System Setup from the left navigation bar. The Documents and Email Settings screen allows you customise certain aspects of your forward facing documentation and reports to suit your needs and also ...
Setting Up Email Addresses for Different Document Types
Overview Setting up different email addresses for different document types ensures that the emails that you are sending out from Khaos Control Cloud go to the correct recipient. A step by step guide can be found below the video. Steps Open the ...