Email List View

QuickEasy BOS includes features to send emails.
Forms (e.g. Customer Invoices and Statements) can be emailed directly from the transactions or reports.
The email subject lines, and content may 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.

Button	Description
Folder Dropdown List	Allows users to navigate to the various email folders: – Outbox – Sent – Templates – Failed – Inbox
Search	A search bar for users to search for a particular email.
View (button)	Generates a list of Emails as per the chosen filters.
View (button arrow)	Reset Data Filter: Resets the filters.
Send	Sends the emails that are in the Outbox.
New	Allows users to create a New Email.
Menu	View / Edit User Settings (admin access required) Layout

Filter	Description
Set	Allows users to select a date option (e.g. Today, This Month) or select No Date to see all the emails.
← →	Adjusts the date fields in the direction of the arrow.
Date	Provides for a start and end date to further refine the date selection.
Created	Radio button that works with the date field. Shows emails Created on the selected date.
Sent	Radio button that works with the date field. Shows emails Sent on the selected date.
Updated	Radio button that works with the date field. Shows emails Updated on the selected date.
Status	A dropdown list to select a specific Status (or All).
Trans	A dropdown list to select emails created from a specific Transaction Type (or All).
No.	Allows users to type specific document number (e.g. Quotation number) to find emails created for that document.
User	A dropdown list to select emails created by a specific User (or All).

Field	Description
Field Chooser (*)	Allows users to add or remove columns.
ID	A system-generated number for the email.
Status	The Status of the email.
To Address	The Email Address of the person the email is sent to.
CC Address	The Email Address of the person the email must be copied to.
BCC Address	The Email Address of the person the email must be blind copied to (sent without exposing the recipient’s email address).
From Name	The User sending the email.
From Address	The User’s email address.
Subject	The email’s Subject.
Sent	The Date on which the email was sent.
Trans	The Transaction from which the email was generated.
Attachment	A checkbox, indicating whether the email contained an Attachment.
Updated By	The User who updated the email.
Created	The Date on which the email was created.
@	The Time when the email was created.
Updated	The Date on which the email was updated.
@	The Time when the email was updated.
Context Menu	Options to Edit or Delete the email.

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 Edit View: Explains the interface from which emails can be 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.