Company Preferences - Activities

Activity Preferences

Under Activity Preferences you can modify how your calendar activities will be processed, the timing for alarms, email reminders. You are able to:

  • Enable calendar events
  • Select how many due date days get added.
  • Select if you want to send an Email when you create a new document.
  • Select if you want to send an SMS when you create a new document.
  • Select if you want to set an Alarm when you create a new document.
  • Select if you want to use the current user’s email and name when sending documents.
  • Select how many minutes elapse when you select a reminder.

When Sending Emails 

  • When Order Time sends external emails for Alerts or B2B Orders, use the current user's email and name. Uncheck to use the 'Default from Email' in Company info. 
  • When you create an email from Order Time, add the option to select the Company Email or Default Company Email as the 'From' email. 
  • When you create an email from a transaction or entity, automatically populate the billing and shipping emails. 
  • Include emails addresses with the Sent to Type
  • Only show Billing Emails for additional to
  • Always use customer's billing email address on Sales order or Quote
  • Always use customer's shipping email address on Sales order or Quote
  • Always use customer's billing email address on Ship Docs and Customer Returns

Click on Save when done.