Embedded Files
Overview
Overview
BOS Enterprise includes email functionality to send forms (e.g. Invoices and Quotations) to customers directly from the transactions. Emails are generated and placed in the Outbox from where they can be viewed, edited, and sent.
New emails can be created and sent from the Emails interface.
Email templates and Contact Groups allows organisations to send out bulk emails to their contacts.
Navigation Example: Main Menu > Office > Email
Table of Contents
Folders
Folders
There are four folders from which to choose:
Outbox: Displays a list of emails that were generated in the system but not sent.
Sent Items: Displays a list of emails that were sent.
Templates: Displays a list of templates that were created for emails.
Failed: Displays a list of failed emails (emails that could not be sent).
Buttons Explained
Buttons Explained
View: Generates a list of emails based on the selected folder and filters.
Send: Sends the emails that are in the outbox.
New Email: Creates a new email.
Delete: Deletes the selected emails.
Menu:
Reset Data Filter: Resets any filters applied to the Sent folder.
Synchronise with open Transaction: Synchronises the Sent emails with the open transaction.
Move Emails from Failed to Outbox: Moves the failed emails back to the Outbox so they can be sent.
Create bulk Emailshot: Allows users to select a template and an email group to send the template to.
Edit Contact Groups: Allows users to create or edit contact groups.
Filters Explained: Sent Items Only
Filters Explained: Sent Items Only
Set: Date options (e.g. Today, Yesterday, This Week).
Date fields: Options to further refine the selected dates.
Arrows: Moves the dates forwards or backwards.
Trans: A dropdown list of transaction types to find sent items for a specific transaction type. The transaction number can be inserted in the adjacent block.
User: A dropdown list of Users to select one. Only applicable if the person accessing the sent items has access to View all Emails in Sent folder.
New Email
New Email
Buttons Explained
Buttons Explained
Arrows: Navigates between the emails.
Send: Sends the email.
Forward: Forwards the email.
New Email: Creates a new email.
Delete: Deletes the email.
Save: Saves the email to the Outbox.
Actions: Options to Link Attachments or Edit HTML.
Close: Closes the New Email interface.
Recipients
Recipients
Clicking the people icons next to the To, CC or BCC fields opens a popup from which recipients can be selected for each option (To, CC, BCC). The fields displayed are:
Company: The name of the Customer or Supplier.
Name: The name of the Contact person.
Email: The contact person's email address.
Position: The position that the contact person holds (e.g. CEO, Accountant).
Attachments
Attachments
Buttons to Remove, Open or Load allow users to add and manage attachments.
Actions (button) > Link Attachments can be used to add attachments to the email body. The Attachments will replace the [ATTACHMENTS] tag in the HTML template. Attachments can be selected from those linked to the Transaction Flow.
Groups and Contacts
Groups and Contacts
Groups can be added to the To, CC and BCC fields of an email, subject to the limitation of 1250 characters in each field.
Menu (button) > Edit Contact Groups:
Opens an interface from which groups of contacts can be created as follows:
Name (dropdown list): Allows users to select the name of a group, or type a new name if New (button) was clicked.
Name (first column): A dropdown list of Contacts. Only a name needs to be selected. The rest of their details are auto filled when Save (button) is clicked.
Related Topics
Related Topics
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