Reply To or Forward Emails About Debtors or Creditors

The Emails tab displays your email communications with the debtor or creditor that you selected on the List tab.

To use the Debtor List submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To use the Creditor List submodule, you must have access to Finance & Administration as defined in the Employee Cross-company Access submodule under Settings.

To reply to or forward an email about a debtor or creditor:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company that contains the debtor or creditor email that you want to froward or reply to.
3. Take one of the following actions:
   • In the left pane of the Finance & Administration screen, select Debtors > Debtor List.
   • In the left pane of the Finance & Administration screen, select Creditors > Creditor List.
4. On the List tab, select the debtor or creditor connected with the email you want to reply to or forward.
5. On the Emails tab , select the email that you want to reply to or forward and click Reply / Forward Email on the grid toolbar.
6. Select the applicable action from the drop-down menu.
7. In the Compose New Mail dialog box, compose your email and click Send.