TO SET UP USER EMAIL DETAILS
1. Cash Book > Set Up > Security
2. At the Security Screen, select the user name. If the user is not yet present, add them.
3. Select OK. It is a good idea to exit SoEasy and return in for the changes to take effect.
ADDITIONAL AREAS OF EDITING EMAILS
Sometimes people create an email template and put details into the Template that are going to become incorrect.
For example, the company email or web address gets changed.
To fix this information here are the areas you should examin:
1: General Email Settings: Cash Book > Setup > Email Settings > Email System Setup
2: User Created Email Templates: Platform > Document Despatch > Templates
The easiest way to look for edit requirements is to Export the Templates and scan through a spreadsheet version and edit the SoEasy template accordingly.
3: Standard Email Templates: Platform > Setup > Email Module > Email Messages
Look through each of the standard emails for details that need to be edited.