Email Edit View

QuickEasy BOS includes features to send emails.
Forms (e.g. Customer Invoices and Statements) can be emailed directly from the transactions or reports.
Email Templates can be customised to include personalisation and other features.
Once set up, documents can be emailed from the screens on which they are viewed by clicking Output (button). These emails are placed in the Outbox, from where they can be edited or sent.
Emails is a menu option which can be included in any menu.

When you close an email (as opposed to sending it), you are prompted to Save the email to the Outbox, or to Delete it.

Button	Description
New	Creates a new email.
Attach	Allows users to add an attachment.
Send	Sends the email. Emails are sent using HTTP and AWS SES – One Region. Once an email with an attachment is sent, the attachment is no longer available.
Forward	Forwards the email.
Save	Saves any changes.
Delete	Deletes the email.

Field	Description
To	A field for users to select an email address from the dropdown list. The field is prefilled with the contact person’s email address if a transaction is emailed. The main recipient of the email.
CC	A field for users to select an email address from the dropdown list. The person the email is copied to.
BCC	A field for users to select an email address from the dropdown list. The person the email is secretly copied to (i.e. without exposing their email address).
Attachment section	Lists the attachments. This section only appears if the email contains attachments. Click the ellipses (…) to Open Attachment or Delete Attachment. Once sent, attachments are no longer available.
Subject	A short description of what the email is about.
Email Body	A block in which to type an email.

Button	Description
HTML	Click HTML to open the HTML editor. Click HTML again to return to the text view.
Format	Formats the HTML to make it easier to read.

Learn More

BOS Document Designer Interface: Explains the interface from which custom documents (e.g. quotations and invoices) can be designed.
BOS Document Designer Tutorials: Tutorials explaining how to create an output document (e.g. quotations and invoices).
Email List View: Explains the interface that lists all the emails that have been created.
Email Templates: Explains the interface from which email templates can be created. Lists all the available data fields.
Form Designer – Reportbuilder Tutorials: These tutorials explain how to create or edit a template (form).
Form Designer Interface: Explains the commonly used features for the Form Designer.
Output Button: Explains the Output button that is available on most views.
Output Template Tutorials: These tutorials explain how to add templates to transaction types and other modules.
Output Templates Module: Explains the Output Templates interface.