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.
General Email Settings
Info
The following settings are required to perform certain functions within the Email module.
| Field | Description |
|---|---|
| BCC emails to the following address | Enter an email address. Emails are sent to this email address as well when sent out of BOS. |
| Bulk SMS Password to be used in Email Subject | Enter 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
Info
User/Staff permissions are required to perform certain functions within the Email module.
| Field | Description |
|---|---|
| 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 | Enter an email address. |
| SMTP Authentication: Password | Enter the password. |
| SMTP Authentication: User name | Enter the username. |
| SMTP Port No. | Enter the port number (e.g. 25). |
| SMTP Requires TLS | The options are Yes or No. |
| SMTP Server | Enter the server address. |
| SMTP Use QuickEasy Server | The options are Yes or No. |
| View all Emails in Outbox folder |
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| View all Emails in Sent folder |
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