Email Settings

Overview

The Email module is similar in functionality to most commonly used email clients, with the email recipients being extracted from the Customer or Supplier modules.

Navigation: Office > Email

General Email Settings

Navigation: Setup > Settings & Defaults > Settings > Output (Print, PDF, Email)

The following settings are required to perform certain functions within the Email module.

• BCC Emails to the following address: A field to input an email address. Emails will be sent to this email address as well when sent out of BOS.

• Bulk SMS Password to be used in Email Subject:  A field to type a password.

• Email Stationery: Allows stationery to be created using an HTML Editor. (Contact QuickEasy Software for assistance.)

• Output Templates: An interface to link and customise emails per Transaction Type.

Contact Groups

• Contacts can be added to groups. (Email > Menu (button) > Contact Groups). 

• Groups can be static or dynamic:

  • Static groups consist of pre-selected email addresses.

  • Dynamic groups use SQL to determine the email addresses at the time the email is generated.

• An email can be sent to a group that is predefined (static). (Email > Menu (button) > Send Email to Contact Group).

• A predefined group can be added to the CC or BCC field of an email to automatically include all the recipients in the group.

User (Staff) Email Settings

Navigation: Office > My Organisation > (double-click on Staff Member) >Settings > (See below.) > Email Settings

User/Staff permissions are required to perform certain functions within the Email module.

• Email Stationery: An HTML Editor is opened when Edit is clicked.  Contact QuickEasy Software for assistance.

• SMTP Authentication: Active: The options are Yes or No.

• SMTP Authentication: From Address: A field to type an email address.

• SMTP Authentication: Password: A field to type the password.

• SMTP Authentication: Username: A field to type the username.

• SMTP Port No.: A field to type the port number (e.g. 25).

• SMTP Requires TLS: The options are Yes or No.

• SMTP Server: A field to type the Server address.

• SMTP User QuickEasy Server: The options are Yes or No.

• View all Emails in Outbox folder

  • All:  Users can view all the emails.

  • Own: Users can only view emails they created.

• View all Emails in Sent folder

  • All: Users can view all the emails.

  • Own: Users can only view emails they created.