Email and Notification Management

Acumatica ERP includes deeply integrated functionality to streamline communication with employees, company email accounts, customers and vendors. Users can also use templates to customize the delivery of notifications and reports via email. The Email and Notification Management course includes the following lessons:

Emails and Notifications

  • Overview of Email Module (video above)
  • Overview of the Notification Module
  • Email Module Preferences and Accounts
  • Notification Templates
  • Incoming Mail Processing
  • Configuring System Email Processing
  • Mailing Settings Within Acumatica Modules
  • Mailing Settings for Vendors and Customers
  • Processing Emails

Automation Module

  • Automation Module Overview
  • Automation Schedules
  • Notification About Changes
  • Signing Up for Public Notifications