Email Contract Owner/Vendor

Send email notifications to the contract owner or vendor.

The owner and vendor fields are customer-specific. 

Role Required: SDAdmin, Users with View Contract permissions

1. On the header, select the customer for whom you want to associate assets/software to a contract.
   
2. Select the relevant contract.
   
3. On the contract details page, go to Actions > Notify.
   
4. Select Email the Owner or Email the Vendor, depending on who you want to notify.
   

In the Email form, fill the following details:

1. Enter the owner/vendor email address in the To field. This is mandatory.
   
2. To send an email to more than one person, enter the additional email addresses in the CC field with a comma as a separator.
   
3. The notification subject and description are filled as per the notification template under Setup > Automation > Notification Rules > Contract. You can edit the message as needed.
   
4. Attach the contract details as a PDF file to the email, if needed. You can also add additional attachments to the email.
   
5. Click Send.
   

 

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