Did you know that you can automatically receive an email copy of your customer quotes? This is especially helpful if you want to keep track of quotes outside of Eclipse. You can do it with this Epicor Eclipse Tip of the Day from your friends at Zerion:

To set up automatic Blind Carbon Copies (BCC) on customer quotes, access the User File for each desired user. There, you can specify the BCC address for all outgoing emails. Enter the user’s email address in the “Sender BCC” field. Eclipse will then email the user when a quote is emailed to a customer. Please note: You may need the system administrator to make this change for you, but it will be well worth the effort.

I hope this helps enhance your sales operation. Let us know if we can be of assistance with anything.

Share →

Leave a Reply

Your email address will not be published. Required fields are marked *