Aria requires a statement contact’s email address to trigger the statement generation event. For contacts who do not use email, for example a client who only receives printed statements, a dummy email can be configured in Aria for Salesforce.
During syncs, the dummy email configured in Aria General Configurations is only migrated from Salesforce to Aria. When syncing back from Aria to Salesforce, if the "do not use email" parameter is checked, the dummy email address does not sync.
To use this feature, a dummy email address is entered in the Aria General Configurations. Subsequently, when configuring a contact’s information, select the option to indicate that the contact does not use email.
Getting Here: Aria Systems App > Aria General Configurations tab > Other Configs
The functionality to indicate that a contact does not use email is accessible through various locations in the interface. These include the Billing Groups Module, Account Overview screen, and the Contacts tab.
| Billing Group Module |
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| Getting Here: Navigate to an Opportunity > Add/Modify Plans button > Billing Groups module > Edit
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| Account Overview Screen or the Contacts tab |
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| Getting Here: Accounts tab > Select an account > Scroll to Account Contacts > Edit or Getting Here: Contact tab > Select an account > Select a contact or click New
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