Email-tracking-function-in-ERPAG

ERPAG 5.1

Email tracking function in ERPAG

Email tracking is a method for monitoring the delivery of email messages to the intended recipient. Most tracking technologies use some form of digitally time-stamped record to reveal the exact time and date that an email was received or opened.

Email tracking is useful when the sender wants to know if the intended recipient actually received the email and opened them. However, due to the nature of the technology, email tracking cannot be considered an absolutely accurate indicator that a message was opened or read by the recipient for several reasons. Not all email applications or services support read receipts, and users can generally disable the functionality if they so wish. Those that do support it are not necessarily compatible with or capable of recognizing requests from a different email service or application. 

Therefore, the emailing function in ERPAG enables you to track all sent emails and record whether the recipient opened/read the email.

In order to turn on the above-mentioned function, first, we need to choose the time period when will the system run the email check.

Activate the Localization option, under the Administration menu:

administration localization

check email status time period

From the drop-down menu select the time period when will the system check the email status. In case you select the 'disable' option, ERPAG won't track record of sent emails, nor it will run the email status check.

Now you can create a new, or open an existing Sales Order or Purchase Order. When you create a document, email it from the system.

email document from ERPAG

Enter the email body, alter the subject, and send it to your business associate.

send email from ERPAG

After you successfully sent an email, ERPAG records the date and time data, document type and number that was emailed and the email address of the recipient as well.

At the moment when the recipient opens the email, ERPAG receives that information and creates a new data record with the date and time of a change.

By reactivating (opening the document again), EMAIL panel appears with a complete data record, as shown in the picture below:

email data record

The more detailed information about each individual email (TIMELINE) can be received by activating the info button in the Status column.

email timeline in ERPAG

Regards,
ERPAG Inc, 2019.

1 comment:

  1. Fantastic addition. If we could get a flag when the customer opens a document even months away it would be huge. This happens with our present quote software and we know when he goes back to the quote and triggers a follow up. Keep up the good work.

    ReplyDelete