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.
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:
Field
Description
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).
Buttons to Remove, Open or Load allow you 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 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): Select the name of a group or type a new name if New (button) was clicked.
Static (checkbox):
If checked, contacts must be added or removed manually. The following fields become available after it is clicked and Save (button) is 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
If unchecked, the list can be created using SQL. The Edit SQL button appears after Static is unchecked and Save (button) is clicked.
Once clicked click Template (button) to add a template to create the SQL.
