How to send email notification from form – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners

How to send email notification from form

It is possible to send email notifications from forms. Email notifications are for informing about changes to existing or creation of new items such as requests or contacts.

  1. To send an email notification from form, either go to:
    • A summary page of the item and click Edit or
    • A datatable view and click the pencil icon of the item you want to edit.
  2. In the form, go to the Email notification category.
  3. Select receivers and add content.
  4. Make other changes to the form if necessary.
  5. Click Save to send the email notification.
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