Mail Management Module
Correspondence inside the ERP, linked to the process.
The Mail module unifies corporate email, templates and automated notifications with ERP data. It links correspondence to the relevant record, making communication traceable and integrated with the process.
Outlook-style corporate email inside the ERP.
Overview
What it does
ERP-linked communication instead of inboxes detached from the process. The Mail module ties correspondence, templates and notifications to the relevant record, so which email belongs to which quote or invoice is always traceable.
Scope
Sub-categories of Mail
Each sub-category manages a part of this process — all on the same data.
Mail Management
Manage corporate correspondence by linking it to ERP records; track inbound-outbound communication.
Template Management
Prepare quote, invoice and notification templates; auto-fill them with ERP data.
Automated Notifications
Define automated email and notification rules tied to process events.
Roles
Who is it for?
The same data, a different view for each role.
Process Owner
Manage which event triggers which notification, by rule.
Operations User
See a record’s correspondence history on one screen; reply fast and in context.
System Administrator
Manage templates, sending settings and access permissions.
Connection
How correspondence links to the process
Mail is not an isolated inbox. A process event becomes a template, a send and a record-linked archive through defined links.
Process Event
A quote, order, etc. triggers.
Template
Filled with ERP data.
Send
Sent automatically or manually.
Link to Record
Attached to the relevant record.
Capabilities
Key features
Mail with Sonia AI
Describe it, Sonia prepares it.
Describe your communication tasks in natural language; Sonia prepares the draft or summary and brings it for your approval — sending and the final decision are always yours.
Frequently Asked Questions
How does correspondence link to an ERP record?
Inbound-outbound emails are attached to the relevant quote, order, invoice or customer record; correspondence history is viewed from the record rather than searched.
Can notifications be sent automatically?
Rules are defined against process events; when triggered, the template is filled with ERP data and sent automatically or upon approval.
Are templates multilingual?
Yes. Templates are prepared per language; the right version is chosen by the recipient’s language and merge fields are filled automatically.
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