|
xTuple Connect Product Guide |
|
|
xTuple Connect Product Guide |
| 2. Configuring CRM | ||
|---|---|---|
 | Chapter 6. Connecting with Incidents |  |
Now that we have reviewed our EDI Profile, we need to configure the CRM Module to send emails for CRM Incidents. Follow these steps if you want to send email for all Incidents:
Follow this path:
In the "Incident Email Delivery Profile" field, select the "xTupleIncidentEmail" profile
Under the "Email Delivery when Incident" section, select all options
The screen will look like the following:
Finally, select the SAVE button. Then, to ensure these configuration changes have taken effect, log out of xTuple ERP, then log back in again.
| |  | |
| 1. Use an Existing EDI Profile |  | 3. Creating a Customized Incident EDI Profile |