BOS Enterprise has E-mail functionality that allows you to send e-mails to Contact Groups. This topic covers how to access and edit those Contact Groups.

What you'll find on this page

• E-Mail Contact Groups Interface

• Setting up a Mail Group in QuickEasy

  • Adding a Supplier Group

  • Adding a Customer Group

  • Creating a template to email

E-Mail Contact Groups Interface

Navigation

Main Menu > CRM > Emails > Menu > Edit Contact Groups

There are two types of Contact Groups:

1. Dynamic List - Dynamic List is populated by SQL similar to a report.

2. Static List - Static List is populated by adding contacts to the mail group manually.

The following are two main steps that must be followed when creating e-mail shots in QuickEasy:

1. Setting up a Mail Group in QuickEasy

2. Creating a template to email

Setting up a Mail Group in QuickEasy

When setting up a Mail Group, you need to add a Supplier Group as well as a Customer Group

Adding a Supplier Group

1. Open the E-mail module in QuickEasy

2. Click on the Contacts & Groups tab

3. Click on the Groups tab, then right-click on the grid and select New

4. Enter Suppliers-all as the name and uncheck the Static checkbox and click the Save button

5. Click on the SQL Editor button and paste the following code in the editor:

select C.CONTACTID,C.EMAIL,C.TITLE,C.LISTNAME,C.FNAME,C.SNAME,C.SMS,SM.COMPANY from CONTACTS C

left join SUPCONTACTS SC on C.PARENTID = SC.SUPCONTACTID

left join SUPMAIN SM on SC.SUPID = SM.SUPID where C.PARENTTYPE = 'Supplier'/

*Exclude contacts with blank e-mail address*/and SC.EMAIL is not null/

*Prevent duplicate e-mail address*/and (C.EMAIL not in (select C1.EMAIL from CONTACTS C1 where C1.EMAIL = C.EMAIL and C1.CONTACTID < C.CONTACTID))

6. Click Save and then Close and click Save again. The list of Suppliers that have email accounts setup should populate in the list.

7. Close the window

Adding a Customer Group

1. Open the E-mail module in QuickEasy

2. Click on the Contacts & Groups tab

3. Click on the Groups tab, then right-click on the grid and select New

4. Enter Customers-all as the name and uncheck the Static checkbox and click the Save button

5. Click on the SQL Editor button and paste the following code in the editor:

selectC.CONTACTID,C.EMAIL,C.TITLE,C.LISTNAME,C.FNAME,C.SNAME,C.SMS,CM.COMPANYfrom CONTACTS C

left join CUSCONTACTS CC on C.PARENTID = CC.CUSCONTACTID

left join CUSMAIN CM on CM.CUSID = CM.CUSIDwhere C.PARENTTYPE = 'Customer'/

*Exclude contacts with blank e-mail address*/

and CC.EMAIL is not null/

*Prevent duplicate e-mail address*/

and (C.EMAIL not in (select C1.EMAIL from CONTACTS C1 where C1.EMAIL = C.EMAIL and C1.CONTACTID < C.CONTACTID))

6. Click Save and then Close and click Save again. The list of Customers that have email accounts setup should populate in the list.

7. Close the window.

Creating a template to email

1. Open the E-mail module in QuickEasy

2. In the Folder dropdown box, select Templates and press Enter on the keyboard

3. Right-click on the grid and select New to compose your message

4. Click the Save button and close the window

To E-mail the template you created, do the following:

1. Open the E-mail module in QuickEasy

2. Click the E-mailshot tab and select the you just created and click Next

3. Select the group you want to send the email to ie.(Suppliers-all or Customers-all) then click Next Next then Finish

4. Close the window, now all the mesages should be in your Outbox folder

5. Click the Send button