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 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 that can be added to any menu.

Buttons Explained

Button	Description
Folder Dropdown List	Navigate to the various email folders: Outbox Sent Templates Failed Inbox
Search	A search bar for you to search for a particular email.
View (button)	Lists the emails that match the selected filters.
View (button arrow)	Reset Data Filter: Resets the filters.
Send	Sends the emails that are in the Outbox. The date and time each email is sent is recorded in the Sent column. With several emails selected (Ctrl + left-click or Shift + left-click), only the selected emails are sent. With one row selected, all the listed emails are sent.
New	Creates an email.
Menu	View/Edit User Settings (admin access required) Layout

Filter	Description
Set	Select a date option (e.g. Today, This Month) or select No Date to see all the emails.
Arrows	Adjusts the date fields in the direction of the arrow.
Date	Select a start and end date to 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	Select a specific status (or All).
Trans	Select a Transaction Type to show only the emails created from it (or All).
No.	Enter a specific document number (e.g. Quotation number) to find emails created for that document.
User	Select a user to show only the emails they created (or All).

Field	Description
Field Chooser (*)	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 that shows whether the email contains 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	Lets you Edit or Delete the email.