Emails sent from Acctivate are sent through your configured email account. Your email provider may impose limits for the number of emails that can be sent in a period of time, such as per day or per hour. These limits are to prevent spamming and they are not specific to emails sent from Acctivate, but rather any emails sent from your email account. Acctivate has no control over these limits so exercise caution when using the Broadcast Email Messages function as your email provider may enabled restrictions if a threshold is met.
Acctivate Broadcast Email – Quotes Selection
When utilizing the Broadcast email utility, users have the option to select information from existing customer Quotes. This information is held under the following menus: Customer > Customer Information > Orders Tab or Sales > Quote.
Below is a list of all the different filters available and which fields can be used from the quote document. Once you have used a certain field, it will no longer be available to add that same field for further filtering. When using the “is between” filter, make sure you are in numeric or alphabetic order to successfully pull criteria.
| Field | Filter |
|---|---|
| Quote Number | is, is at most, is at least, or is between two Quote numbers |
| Branch | Select a specific Branch |
| Order Date | on, on or before, on or after, or is between two dates |
| Entry Date | on, on or before, on or after, or is between two dates |
| Entered by | Select a specific User |
| Quote Status | Select a specific order Status |
| Status Date | on, on or before, on or after, or is between two dates |
| FOB | is, contains, is at most, is at least, or is between two FOB specifications |
| Requested Ship Date | on, on or before, on or after, or is between two dates |
| Promised Ship Date | on, on or before, on or after, or is between two dates |
| Don’t Ship Before | on, on or before, on or after, or is between two dates |
| Don’t Ship After | on, on or before, on or after, or is between two dates |
| Customer ID | is, is at most, is at least, or is between two Customer ID’s |
| Bill to Name | is, contains, is at most, is at least, or is between two names |
| Bill to City | is, contains, is at most, is at least, or is between two cities |
| Bill to State | is, contains, is at most, is at least, or is between two state codes |
| Bill to Zip | is, is at most, is at least, or is between two zip codes |
| Bill to Country | is, contains, is at most, is at least, or is between two country codes |
| Location ID | is, contains, is at most, is at least, or is between two Ship To Location ID’s |
| Ship to Description | is, contains, is at most, is at least, or is between two Ship To Descriptions (CYMA only) |
| Ship to City | is, contains, is at most, is at least, or is between two cities |
| Ship to State | is, contains, is at most, is at least, or is between two state codes |
| Ship to Zip | is, is at most, is at least, or is between two zip codes |
| Ship to Country | is, contains, is at most, is at least, or is between two country codes |
| Salesperson | Select a specific Salesperson |
| Ship Via | Select a specific Ship Via |
| Carrier | Select a specific Carrier |
| Job Number | is, contains, is at most, is at least, or is between two Job Numbers |
| Reference | is, contains, is at most, is at least, or is between two Reference values |
| Reference 2 | is, contains, is at most, is at least, or is between two Reference 2 values |
| Customer Type | Select a specific Customer Type |
| Product ID | is, is at most, is at least, or is between two Product ID’s |
| Warehouse | Select a specific Warehouse |
| Price Code | Select a specific Price Code |
| Product Class | Select a specific Product Class |
| Product Description | is, contains, is at most, is at least, or is between two Product Description values |