​How to send email to client?

In Metro ERP, you can send emails to clients using the built-in email functionality. Here's how to set it up and use it:​

1) ​ Go to the 'Accounting' module. 

​2)  Start viewing the customer dashboard and editing an existing one for your customers. ​

Go to Accounting >   Customers >  Customers.
 

2) Now, Click and view the existing customer.

3) In the Customer Dashbord, locate the 'Activity' icon, and click the 'Schedule an Activity' button.

4) Alternatively, you can use the 'Schedule activity' button located under the customer page to specify the desired activity.

5) In the pop-up window, specify the details of the new activity, including its name, date and time, responsible person, and any notes or description.

Scheduling Activities for Follow-ups

• In the view customer, you’ll find an Activity scheduling widget (usually on the top right).
• Click on Schedule Activity, choose the activity type (such as "Call" or "Email"), and set a due date.
• Add a description for the follow-up to remind yourself or the sales team of the context.
• You can also assign this activity to specific team members.

Click the "Schedule" button to add the activity to the customer.

6) The newly created activity will now appear under the "Next Activity" column of the customer list view.

To get more details, how to send email to client, please do contact us at  support@metrogroup.solutions