Setting Up Customer Emails to Auto-Populate in Outlook

How to: Set up customer emails to auto-populate in Outlook for invoices and sales orders.

Environment: Comsense Enterprise

In this article: 

Accessing Customer

Enterprise > System Options > Customer

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Enterprise Navigation menu; shows the location ofSystem Options and Customer.

Adding a New Contact

In the Customer window:

  1. Open the customer
  2. Right-click in the Contacts tab
  3. Click Add Contact
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Customer window, Contact tab; shows the right-click menu and the location of Add Contact.

In the New Contact window:

  1. Enter the contact:
    1. Name
    2. Phone number
    3. Email address
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New Contact window; shows the name field, phone number field, and email address field.
  1. Click Save & Close

Adding the Contact as the Credit/Collections Contact

In the Customer window:

  1. Click the Credit/Collections tab
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Customer window; shows the location of the Credit/Collections tab.

In the Credit pane:

  1. Select the new contact
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Customer window, Credit/Collections tab; shows the Contact drop-down list.
  1. Click Save & Close

The contact will now auto-populate into outlook when generating an invoice or sales order to an email.

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