Set up an email to send to all of the users for an application. You can create the email content using text and variables found in the selected application. The email will be delivered to the users who are set up in the Users table.  

Supported recipients: 

• Accounts Payable - Vendors

• Business License - Businesses

• Business Tax Collection - Businesses

• Utility Management - Customers

Limitations: 

• You can save one email for each application. 

• Only recipients with an email address will be included in the recipient list. 

• Only businesses with an active business license or an active tax status will be included in the recipient list. 

This is a new view that's included in the 2024.11 release. More applications will be added in future releases. 

Before you get started

• To receive an email notification, the recipient's email address must be saved in the application. If the recipient is set up as a contact in the master contact table, you can use Setup/Modify User Rights to update the recipient's email address.

Application	Recipient	Email location
Accounts Payable	Vendors	Setup New Vendors, Modify Existing Vendors
Business License	Businesses	Setup New Businesses, Modify Existing Businesses
Business Tax Collection	Businesses	Setup New Businesses, Modify Existing Businesses
Utility Management	Customers	Setup New Customers, Modify Existing

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Setting up an email notification

1. Open Connect System Management > System Tools > Send Notifications.

2. Select an application. 

You can send bulk email to one application at a time. If you need to send bulk email to more than one application, you will need to set up a separate email for each application. 

3. To apply a filter, set up the selection criteria. 

Applying a filter allows you to select a group or segment of recipients. Start by double-clicking anywhere in the Selection Criteria. Select the field or fields you would like to use as the filter. And then, set the search value.  

Application	Selection criteria - Available tables
Accounts Payable	Remittance, Vendor
Business License	Business, Business Activity
Business Tax Collection	Business, Business Activity
Utility Management	Collection Codes, Customer, Location, Customer Types, Group Code

4. Enter the email subject. 

In the Subject box, enter the subject of the email. 

5. Enter the email content. 

Compose the text that will appear in the email body. You can 

• Type the text directly into the Body. 

• Click  to create content that uses text and variables. To insert a variable, place the cursor in the message at the insertion point, and then double-click the variable. When you're done, click OK. 

6. Preview the recipient list. 

Click the Review tab to preview the recipient list.  

Is the email recipient list correct? 

• Yes, the email recipient list is correct. You're ready to send the email. Click GO  (CTRL+G) to process the email. 

• No, the email recipient list is missing recipients. Only recipients with an email address will be included in the list. If a recipient is missing from the list, go to the recipient record in the selected application to see if the recipient has an email address recorded in it. If the recipient is tied to a master contact, you will need to check for an email address in the master contact record in Setup/Modify User Rights (System Management). When you're done, return to the Review tab in the Send Notifications view to verify the missing recipients have been added to the list. 

 

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