How do I send email notifications manually?

Modified on Tue, 10 Dec at 3:10 PM

Cintra iQ allows you to define email notifications to inform people when a certain data condition is met. A data condition is made up of a set of fields, criteria and potentially filters which determine what type of email notification is sent.

Important

The email notification system requires an SQL Server Agent to be active and set up on your data server. If needed, the Cintra Support team is available to offer guidance and support with this process.

The Email Notification functionality uses Email Fields, Filters and Uniqueness Criteria to decide when emails should be generated. When creating an email notification definition, you can perform the following:

Select fields held within Cintra iQ to be used in the email body.
Apply filters which determine to whom to send the email.
Select the uniqueness criteria, which determines whether an email has already been sent.

Within the email body, you can select the recipients, which can be email addresses held within Cintra iQ or email addresses entered manually. You can then type the body of the email and include any fields used for variable data, much like a mail merge letter. Once the definition is created, you can specify whether it is to be run and sent automatically, run and saved (without sending), or is only to be run manually.

To manually send email notifications

After you have manually run an email definition, you can send the generated email(s) by clicking the Send button in the Email Run window. For more information, see How Do I Generate Email Notifications?