Feature Overview
Kojo's new email experience will give you the same customization control across every email touchpoint within Kojo.
With this change, we're enabling you to adjust or modify:
The primary recipient
The CC recipients
Subject & body of the email
Attachments
This change will first be rolled out for our Resend and Forward Order experiences, where we are consolidating these two into one Email Order experience.
Benefits and Use Cases
The benefit of this feature is that it gives you complete control over what gets sent from you within Kojo.
It also marks the start of bringing a more standard experience throughout the Kojo product, ensuring that sending an email anywhere within Kojo feels and acts the same way. This not only makes it easier for you and your employees to use Kojo but also ensures our system is more reliable.
Rollout Plan
I. Consolidate Resend and Forward Order
As noted above, we are first bringing this to Kojo by deprecating our Resend and Forward Order buttons in favor of a single Email Order button.
This change is live today. And this new, consolidated Email Order button does exactly the same thing the previous two buttons did and we made no changes to the emails.
Screenshots
Screenshots
II. Consolidate Resend and Forward RFQ
The same change we're making to POs will then be added to RFQs.
Screenshots
Screenshots
III. Hold-for-Release (HFR)
We'll be adding this experience to our HFR product so that you can issue a release and then control if or what gets sent to your vendor.
This enables you to make a release within Kojo without having to alert your vendors, which has been a key ask from some of our customers.
Screenshots
Screenshots
IV. Change Orders
Our Order Version History (OVH) product is currently only available to Sage 300 customers, but will be coming to other ERPs in the next few months either with or without Change Order integrations
We'll be adding this to our (OVH) product, giving you more control over whether to send or modify the email of your Change Order to your vendor.
Screenshots
Screenshots
Questions and Answers
Will there be any set up needed to using this product?
No, this will be available for all customers without set up
When are these changes rolling out?
The new
Email Orderbutton is now liveThe other changes will be rolled out over the course of January
Do these features change anything about how emails are sent to our vendors?
No, these changes do not change anything about how emails get sent from our product
The only thing that will change is that you can now customize pieces of the email, so, if you do that, then the emails will be different
If you have any other feedback or questions, please reach out to support@usekojo.com