RockifyERP Knowledge Base
Email, notifications and SMS
20 step-by-step RockifyERP guides on email, notifications and sms. Choose a guide to get started.
Guides in this section
- Email in RockifyERPRockifyERP sends invoices, statements, reminders and notifications by email, and can receive emails into documents.
- Email domainsAn email domain in RockifyERP stores the mail server settings shared by all accounts on your domain.
- Email accountsEmail accounts in RockifyERP connect mailboxes such as sales@ or accounts@ for sending and receiving.
- Email templatesEmail templates in RockifyERP save standard messages, such as invoice cover notes or payment reminders.
- Email digestAn email digest in RockifyERP sends managers a daily, weekly or monthly summary of key figures.
- Email dropboxRockifyERP can save emails into documents automatically when they're copied to a special address.
- Email inboxThe email inbox in RockifyERP shows incoming emails from connected accounts, so you can reply or create records from them.
- Link emails to documentsLink an email in RockifyERP to a customer, order or issue so the conversation is saved where it belongs.
- Email a documentSend any RockifyERP document by email with the PDF attached, straight from the document.
- Auto email reportsAuto email reports in RockifyERP send a report to people on a schedule, such as the receivable summary every Monday.
- NotificationsNotifications in RockifyERP send alerts by email, SMS or in-app when something happens, such as an order being submitted or an invoice going overdue.
- Follow a documentFollow a RockifyERP document to get updates whenever it changes.
- SMS settingsConnect an SMS gateway to RockifyERP to send texts, such as order confirmations or payment reminders, to customers' phones.
- Include a document link in notificationsAdd a link to the document in RockifyERP notification emails so recipients can open it in one click.
- Add attachments to emailsAttach extra files to emails sent from RockifyERP, such as delivery photos or certificates.
- Set a reply-to addressMake replies to RockifyERP emails go to the right mailbox, such as accounts@ for invoices.
- Set up SMTP emailUse your provider's SMTP server to send RockifyERP email reliably.
- Email sending or receiving errorsIf RockifyERP can't send or receive email, the cause is usually the account settings.
- Emails not reaching recipientsIf customers don't receive RockifyERP emails, check these.
- Sync with calendarsRockifyERP events, such as appointments and tasks, can sync with Google Calendar.
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