As an accountant, having a reliable email system in place is essential in keeping in touch with your clients, colleagues, and business partners. Sage Network offers a comprehensive email platform with tools to make your emails streamlined and efficient. In this guide, we’ll walk you through the various ways you can create new emails or reply to existing ones within Sage Network.
Create a New Email
Whether you want to start from scratch or use a pre-existing template, we’ve got you covered. You can create a new email by visiting your connections or transactions menus or simply selecting “Email” from the “New Activity” menu. You can also reply to an existing activity or email chain through your “Inbox” function.
Starting from “New Activity”
When you select “Email” as an option under “New Activity”, a standard email template will appear. From here, you can type in the email address for any of your existing connections, or select from the drop-down menu. Optimize your experience by going to Transactions or Connections.
Starting from “Transactions” or “Connections”
If you need to send an email related to a specific transaction, such as a transaction invoice or a journal entry, you can do so by clicking on the “Transactions” tab. Locate the transaction you want to associate with the email and select “New Activity” and then choose “Email.”
Similarly, there is a workflow that you can take if there is a specific connection (i.e., a Customer, Vendor or Supplier) that you would like to email. Choose “Connections” and the individual connection that you would like to contact and select “New Activity” and then choose “Email.”
In both cases, this will bring up a new email window with the transaction details and a message box where you can type in your message or choose from several available templates. Once you’ve finished writing your email, click on “Send,” and your email will be sent to the intended recipient(s).
Reply to an existing activity
To respond to an existing email, locate the email in your Inbox and click on it to open it. At the top of the email, you will see options such as “Reply,” “Reply all,” and “Forward.” Click on “Reply” to respond to the email. A new email window will pop up with the original email’s content in the message box. You can modify the message, add attachments or images, and click on “Send” to deliver your response.
Don’t forget the Portal Link
When sending emails to clients, you want to provide them with easy access to items that relate to their accounts. One of the ways to achieve this is by adding the portal link to the email.
Sage Inbox has a “magic link” available for all Users to include in correspondence to vendors and customers. The portal link is a secure link built within Sage Network, which enables access to Self Service quickly and safely. It allows users to access their financial documents and histories, while also allowing Intacct and Sage 50 users to enable customers to make payments via the Portal.
Creating emails in Sage Network is an easy and user-friendly process. You can choose from several options to create a new email or reply to an existing one. With the email templates, composing an email has never been more comfortable. Add your portal link and make the email more accessible and useful to your clients.
