Module schedule
Set per module when the system sends mail automatically, with which template and with which generated document.
The Module schedule defines how often and when a module's automatic mail goes out, with which template, and whether the document the module generates is attached. Recipients are set under Notification recipients.
Adding a schedule
- Open Mail → Module schedule.
- Click the blue + button at the top right.
- Choose the Module (required) and, if needed, the Event key and Client company ID.
- Choose the Template; only templates matching the module are offered. If needed set Generated document.
- In the schedule block choose the Frequency and fill in the related fields: Interval (minutes), Run at, weekdays or day of month.
- Set Notification and Status and click Save.
- To set the recipients click the bell icon in the row (Notification recipients).
Rules
- "A module must be selected!"
- For a minute-based schedule the interval must be 5 to 1440 minutes: "The interval must be between 5 and 1440 minutes!"
- A weekly schedule needs at least one day; for a monthly schedule the day of month is 1 to 28.
Example
The balance statement should go out on the 5th of every month at 8 am with the "Monthly balance" template and the PDF attached. You choose monthly frequency, day 5, run time 08:00 and switch on the document attachment.