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AroFlo allows users to preset default email addresses (such as a 'From' address) which can be applied to invoices, quotes, tasks and many other areas.

We will soon be changing how AroFlo selects a default 'From' address in certain situations. An email has been sent to clients affected by this change.

How does the hierarchy change?

When you write an email, AroFlo draws the 'From' address from your Print and Email Defaults, or uses a Business Unit Manager's email address.

Existing Workflow
  1. Apply Client Print and Email Defaults. If 'System Default':
  2. Apply Business Unit Print and Email Defaults. If 'System Default':

  3. Apply email address from the Company 'Manager / Contact' . If none:

  4. Apply email address from the Business Unit 'Manager / Contact' . If none:

  5. Apply email address noreply@aroflo.com.
Updated Workflow
  1. Apply Client Print and Email Defaults. If 'System Default':
  2. Apply Business Unit Print and Email Defaults. If 'System Default':

  3. Apply Company Print and Email Defaults. If 'System Default':

  4. Apply email address from the Business Unit 'Manager / Contact' . If none:

  5. Apply email address from the Company 'Manager / Contact' . If none:

  6. Apply email address noreply@aroflo.com .

What does this mean?

Once we apply the change, you may see a different 'From' address when drafting an email. However, you will be able to change this using Print and Email Defaults.

Why the change?

The 'default email' hierarchy becomes easier to understand and follows the 'client > business unit > company' workflow used in other areas of the system.

AroFlo will check the client settings, business unit settings and company (top level) settings. If all of these are 'System Default', we use the email address from the business unit contact, followed by the company (top level) contact.

When is this happening?

In the week starting 15 February 2021.

What do I need to do?

If you're concerned that these changes will impact your business, please contact our Customer Service team.

Anything else I should know?

We've also included a few minor changes to the display name of business unit emails. This will provide more clarity when a business unit contact or business unit email is selected.

Any further questions?

If you need additional assistance with print and email defaults, simply call and book a training session with one of our friendly Customer Service team members, or send us a support request via the AroFlo Help menu.  
                       
Kind regards,
Team AroFlo