2. Configuring CRM

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:

  1. Follow this path: System > Configure Modules > CRM

  2. In the "Incident Email Delivery Profile" field, select the "xTupleIncidentEmail" profile

  3. Under the "Email Delivery when Incident" section, select all options

  4. The screen will look like the following:

CRM Module Configuration

Finally, select the SAVE button. Then, to ensure these configuration changes have taken effect, log out of xTuple ERP, then log back in again.