System Email & Letter Defaults

System Email & Letter Defaults

Contents

Staff Entry Checkbox Defaults
System Email Auto-Send Settings
System Letter Auto-Send Settings
Saving and Undoing Your Changes

Configuring System Email & Letter Defaults

NeonCRM has system email and system letter acknowledgments that can be automatically triggered when an account is created or a transaction processed. With the System Email & Letter Default settings, you can configure the default behavior of these acknowledgments: which types of emails are automatically sent, and which letters are automatically added to your mail merge queue.

In order to set this default behavior, the corresponding acknowledgment must first be enabled.

The default settings are controlled here:

System Settings > Home/Dashboard > Communications > Transaction Acknowledgements > System Email & Letter Defaults

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Staff Entry Checkbox Defaults

This section influences the behavior of the "Email" and "Mail Merge" checkboxes that appear on the summary and payment page when adding transactions or creating new accounts as a system user:

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When a toggle is "on" for an email or letter, the checkbox to send the corresponding acknowledgment after submitting will be checked by default.

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System Email Auto-Send Settings

This next section allows you to configure default behavior regarding System Emails that can be sent to constituents creating new accounts or processing transactions online.

The Logged-in Constituent Entry settings refer to online transactions made by constituents who are logged in to existing accounts. If this setting is On, then all transactions of this type will automatically trigger the appropriate System Email upon completion.

The Public Access Entry settings refer to online transactions made by constituents who are not logged in to an existing account. If this setting is On, then all transactions of this type will automatically trigger the appropriate System Email upon completion.

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System Letter Auto-Send Settings

This next section allows you to configure default behavior regarding System Letters that can be added to the Mail Merge Queue as the result of constituents creating new accounts or processing transactions online.

The Logged-in Constituent Entry settings refer to online transactions made by constituents who are logged in to existing accounts. If this setting is On, then all transactions of this type will be automatically added to the Mail Merge Queue upon completion.

The Public Access Entry settings refer to online transactions made by constituents who are not logged in to an existing account. If this setting is On, then all transactions of this type will be automatically added to the Mail Merge Queue upon completion.

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Saving and Undoing Your Changes

To save any changes you make to your default settings, click the "Save Settings" button in the top right corner:

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Clicking "Undo Changes" will bring your settings back to the last saved configuration.


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