Emails and Logs

Overview

Order Time is like a one-stop shop that aids you in putting together tasks, transactions, correspondences and other day-to-day undertakings. You can communicate with other contacts or parties directly from the system and you can record note-worthy movements and actions for a particular record. 

  • Email

Sending Email

You can send an email directly from Order Time. This an efficient way of handling communication because corresponds are centralized in one system and you do not have to change from one interface to another. 

Below are the steps below to send an email from Order Time:

  1. Click the record that you want to open from the list on the left side of the screen.
  2. When the record opens up, go to the Activity History tab. Click the +Send Email button.
  3. In the pop-up form, select a Contact.
  4. Enter values, as needed, in the following fields: Additional To, CC and BCC .  
    • In addition, Additional To, CC and BCC  are links which allows you to choose your addressees by selecting from the Display picklist :
      • Users - company users
      • Contacts - Customer or Lead Contacts
      • Record - Other Email addresses associated with the current record

Contacts are only available for Customer, Leads and Sales Transactions - sales orders, quotes, ship docs and customer returns.

5. Select the appropriate Template from the picklist.  

6. Put a Subject in the field.

7. Fill-out the Body.

8. Click the Attach File button if you have an attachment to send.

9. Click Send.


  • Log

Adding/Editing Log

Adding logs allows you to record movements, actions or communication that are relevant to the record. When a log is created it is tagged as closed.

Follow the steps below to add/edit a log:

  1. Click the record that you want to open from the list on the left side of the screen.
  2. When the record opens up, go to the Activity History tab. Click the +Add Log button.
  3. Select a value from the Assigned To picklist.
  4. Choose the appropriate Activity Type from the picklist.
  5. Enter a Subject in the field.
  6. Set the date and time. Note: You may also set an Alarm.
  7. Select a Contact.
  8. Fill-out the Description field.
  9. Click Save.