How do I configure the email settings for orders?

To configure the email settings for orders:

  • Log in to the Onsight web console at https://web.onsightapp.com.
  • Click on ‘Setup’ from the left-hand side menu.
  • Click on the ‘Configuration’ menu item.
  • Click on the ‘Order Emails’ tab.

This screen contains several configuration settings for your order emails, including:

Email Orders to

The email address that all your orders must get sent to. You can fill in a single email address or multiple email addresses separated by a comma.

Copy Orders to Customers?

Should a copy of the order be sent to the customer?

Copy Orders to Sales Reps?

Should a copy of the order be sent to the sales rep who created it?

Copy Orders to Sales Managers?

Should a copy of the order be sent to the sales manager?

Sender Email Address

The email address that should appear as the From: address for the order email. All bounces will also go to this email address.

Reply-To Email Address

All replies will go to this email address.

Email Subject

Choose your own subject line for the order email.

Email Message

Choose your own message for the order email body.

Send Emails for Modified Orders?

Should an email be sent out each time an order is modified?

  • Click the ‘Save’ button
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