How to set up automatic WO notifications to your customers?

You can set up email notifications to be sent out to your customers on an automatic basis whenever a WO is created, invoiced or the unit is shipped out. 

To do so, click Administration under your name login.

 A new tab will open in your browser, scroll down on the left menu and click the Customer Email Notifications.


You need then to go to your customer profile and assign the role to the contact person you want the notification to be sent to. For example, the "shipping" role is to be assigned to the contact person that should get notified when an order is shipped out from the Shipment module.