Email in Steelhead

You can Email a PDF to Customers or colleagues from an open form like a Quote, Sales Order, Purchase Order, Packing Slip, etc., by clicking on the "SEND EMAIL" (or similar) button in those pages. If you are a Power Tools user, these PDFs are customizable in appearance and detail via the PDF Editor clickable icon:
Each email message that you send will create a record attached to the Quote, Packing Slip, etc. for reference, under "Email History".

Upgrading to use the CRM (Customer Relationship Management) package in Steelhead adds additional features to email management, which are described in the CRM Email Features Guide.

Email Settings Overview

To set up your own Email preferences, enter Domain Settings from your Homepage and click the Email Settings icon:

Here you can type default messages to include with every kind of email you send from Steelhead, and a toggle switch includes or excludes your company's logo in each type of email. Other settings include whether to include the Steelhead User name as the email sender, whether to automatically include Parts Lists in Shipping emails, etc.

More information about these settings is provided in Email Domain Settings.

Note: These settings can also be reviewed or changed by clicking the gear icon in the upper right corner of any email dialog.

Email from the Shipping Dashboard

1. Click the "Email" icon next to the Packing Slip or Bill of Lading you want to send the customer.
2. Include a message to send to the customer. This will auto populate for repeat customers.
3. Check the boxes next to the contacts you would like to send the email to.
4. Select whether you want to include the Parts Table in your email.
5. Select whether you want to attach the Packing Slip and / or Bill of Lading to your email (also available from All Packing Slips page).

6. Click "Send Message." When the message is sent, a green check will appear over the email icon:

   • This green checkmark will appear no matter what stage the slip was in when it was sent, either finalized or unfinalized.

Quality Hold Email

You can email customers a PDF or picture when parts are on a quality hold.
* To do this, enter the Quality Holds page, accessible from the Quality Management Dashboard.
* Initiate an email with the Email clickable icon:

Customers not receiving emails?

Email delivery status is displayed on the Packing Slip or Invoice History tab. Check here for more info if customers report that they are not receiving your emails. Note: If the email setting Attach Packing Slip PDFs Directly to Email is toggled on, you will NOT be able to see if emailed documents have been opened.

To learn more, check out this video about customer contacts

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