Difference between revisions of "Routines"

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(Created page with "Category:Reports Category:Messaging Category:Automation Category:Daily_Use ''This page is about the menu SETTINGS -> ACCOUNT -> ROUTINES'' A Routine is an ac...")
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Revision as of 08:05, 12 January 2020

This page is about the menu SETTINGS -> ACCOUNT -> ROUTINES

A Routine is an action which can be programmed to occur at specified date. It will send a pre-canned Email with an attachment to a fixed Email address.

To use this function you need to set the system to use you own Email address for sending in SETTINGS->ACCOUNT->OUTGOING EMAIL.

Enter your criteria for sending and attachment then press SAVE. A click on "Send Email now" will send the Email with the attachment straight way.

For further instructions use the context help next to the settings (? icons) next to the settings.