E-mail

You can send Invoices, Quotes, and other communication from the application directly to the Contact from within BOS Enterprise. E-mail can be sent to an individual as well as in batches.

1. Folder - You can filter by the default e-mail folders.

   • Outbox - This shows what e-mails are queued to be sent.

   • Sent Items - This shows what e-mails have been sent.

   • Templates - This shows what e-mail Templates are loaded on the app.

   • Failed - This shows what e-mails have failed to be sent.

2. Search - You can search within the selected E-mail folder in this text / numeric field.

3. Data Grid - This shows records by To Address, From Name, From Address, Subject, Date, Type, and Attachment/s.

4. Menu - Additional functionality is included in the Menu button.

   • Create E-mail shot - This allows you to create an e-mail that can reach multiple contacts, and is useful for sales and marketing, as well as bulk invoicing purposes.

Editing an E-Mail

1. To - This shows who the e-mail is addressed to and includes CC and BCC fields.

2. Subject - This is automatically populated by the Output functionality.

3. Attachments - This is automatically attached by the Output functionality.

4. From/Sender - This is set in Setup.

5. Content type - You can select how the e-mail is formatted.

   • Plain text - This is plain text format.

   • HTML - This displays a web-based interface and is useful for a more stylised e-mail format that includes images, links and different font-types.

   • Stationery - Stationary takes the e-mail signature that was set up under the sender and adds that to the e-mail.

6. Message - This field is used to add a custom message which will be merged with the HTML template where applicable.