Email Contract Owner/Vendor

Email Contract Owner/Vendor

Send email notifications to the contract owner or vendor.
Info
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.