Email Step

EXPAND TO EXPLAIN ENTIRE EMAIL STEP WINDOW -- INCLUDE LINKS TO OTHER TOPICS UNDER EMAIL STEP

The Email step of Task Setup is where you specify who MyAssistant should email when information is found. It is also where you control what's in the emails that are sent, including any attachments.

Recipients

The Task can send emails to the recipients specified in the To, Cc and Bcc lines; or MyAssistant can look up who to notify based on the information found by the Task. For more information on recipients, click here.

Email content

Emails sent by MyAssistant Tasks most often contain a combination of one or more of the following:

List of alerts or other items in message body

A table in the body of an email containing one row per item being monitored by the Task Condition (for example: JC Job). In the Email step, you'll select the columns that appear in the email(s) that are sent, as well as any messaging above or below the table

Attached Spreadsheet

The latest information from Sage in an easy-to-read attached Excel spreadsheet. MyAssistant attaches what's called a "spreadsheet template" to the Task to create the spreadsheet -- this is what determines the Sage information that will be included in the spreadsheet and its layout. A template is used so no matter how much or how little information is found, the appearance of the spreadsheet's content is consistent.

Attached Reports

Almost any report from a Sage reports menu can be emailed as an attached PDF from MyAssistant. Report designs created with Crystal Reports can also be used to send PDFs, Excel spreadsheets or text files as attachments. Documents or attached reports can also be attached and set up so each recipient would receive only their information.