Automations
- Stephanie Pepper (e-manage|ONE)
- Ravi Cheema
Automations are powerful features designed to streamline repetitive tasks, improve efficiency, and ensure consistency across processes. By configuring automation rules, users can focus on high-priority activities while routine tasks are handled seamlessly by the system.
Currently, e-Manage supports automation in the following areas:
Emails: Automatically add a subject, email template, and contacts to emails being sent from:
Quotes
Purchase Orders
Invoices
Sales Teams: Assign users to a particular salesperson and have them automatically added to new projects.
These features provide users with the tools to create efficient workflows, reduce manual effort, and improve overall performance. Additional automation capabilities are continually being explored and developed to further expand e-Manage's functionality.