Configuring BUSY to automatically send outgoing emails without manual entry of email IDs.
Configuring BUSY to automatically send outgoing emails without manual entry of email IDs involves setting up the email IDs in the party master. Here are the steps to achieve this:
Step 1:Start by opening BUSY and log in to your account.
Step 2 : In the software's main menu or navigation panel, locate and select the "Party Master"
Step 3 : From the list of parties or ledgers, choose the party for which you want to configure automatic email sending.
Step 4 : Once you are in the party's details, look for an option to edit or update the party's information.
Step 5 :In the party's information screen, locate the field where you can enter the party's email address.
Step 6:Enter the party's email address into the designated field. Ensure that the email address is accurate and complete, as this is where automatic emails will be sent.
Step 7 : After entering the email address, make sure to save the changes to the party's record. Look for a "Save" or "Update" button and click on it to confirm the email ID addition.
Step 8 : To enable automatic email sending, you need to configure the email settings within BUSY.
Step 9 :Before relying on automatic email sending for important communications, it's a good practice to send a test email to ensure that the setup is working as expected.
Step 10 :By following these steps, you can configure BUSY to send outgoing emails automatically to the respective parties without the need for manual entry of email IDs, streamlining your communication process with your contacts and clients.