Emailing From Paradigm
Paradigm has the capability of sending emails directly from various forms. This how-to will cover setting up customers to receive statements by email instead of mail, emailing from various forms and lists, resending emails, and email signatures. Instructions on setting up to email from Paradigm can be found here: Set Up Emailing From Paradigm
Sending Emails
After defining the email settings for a user, they are ready to begin sending emails through Paradigm. Most print forms have a button for ‘Email’ which will add the selected report as an attachment on the email.
After clicking ‘Email’, the email or emails with top priority from the contact methods list will appear in the email to field. Contact methods that are set to 0 priority will not be shown. Then use the form to change the email as needed, and click ‘Send’. Note that clicking the buttons for ‘To’, ‘Cc’, or ‘Bcc’ will open a list of the email addresses that have been entered into Paradigm, filtered first to the email addresses for the customer/vendor the email is going to.
Attachments
To send attachments on the order in the email, click the “Attachments” button on the print pop up. This will display a list of the attachments on the order and the attachments on the items. If the checkbox beside an attachment is selected, it will be added to the email.
Customer Send to Email Address
In general, to set up a customer to receive emailed invoices/statements instead of mailed invoices/statements, enter the address to send these reports to the customer’s ‘Send Batch Emails To:’ field (your company may have a different setup, contact your administrator to find out).
Emailing from Lists (Batch Email)
To email from a list form, first filter the list to the records to run the report against, then select a report from the set of available reports at the bottom of the form. Then select the email icon from the bottom.
Alternatively, use the ‘+’ to the left of each line in the list. Then hover the mouse over “Selected Items” and click the print icon at the bottom. From there select the email icon.
After gathering any information needed for the reports, Paradigm will open the ‘Email Batch’ list, with each email listed. Emails that are missing addresses will show in red and must be corrected by clicking the folder for that email before sending. After verifying the list of emails, click ‘Send’ to send all of the emails from the list. More info on the email batch form can be found here: Email Batch Form
Mass Email
Emails can also be sent to a list of customers without attaching a report (annual updates, price increase notifications, etc.) In the customer or vendor list, filter to the contacts to email, select the ‘Mass E-Mail’ button, and click “Create Emails”. Do note, if an email is generated through this feature but there isn’t an email address for that customer or vendor, no record will be created for it in the email queue list.
To set a mass email for a customer or vendor, enter one in the “Send Batch Email To” field. Double clicking that field will automatically fill in the email with the highest priority set.
Viewing Sent Emails
If an email fails to send for any reason, the user who sent it will be notified that they have an unsent email and will be asked to edit and resend it. The same list can be accessed at any time by opening the Email Queue list. More info on that can be found here: Email Queue
Paradigm Emailer
Paradigm sends emails from the server, via a program that is set to check for unsent emails at a regular interval. This program will attempt to send a failing email up to four times, pausing a minute between each attempt, but if it fails to send the fourth time it will stop attempting to send it. If a contact on a batch email does not have an email on their contact, it will appear on the list in red.
