E-mail Dispatch
E-mails can be sent from the Innosoft system in various ways, i.e. directly from out of following objects:
address
contact person
dynamic report
machine
article (material)
assignment
project
resource
service report
ticket
weekly report
Accessing the e-mail function
If you are in one of the above-mentioned areas, click on the button
and then on
.
Alternatively, you can also select the "Settings" via the main menu
and use the link
under E-mails.
Sending an e-mail
The name and e-mail address of the sender are taken from your user profile and entered automatically.
To add a recipients e-mail you can enter initial letters in the text box and select a recipient from the drop-down menu. Alternatively, use the
button to select an Innosoft user and the
button to select a contact person from the list. Then click on the lines of the users to be added and confirm your selection by clicking on the button
.
Similarly, you can set further recipient addresses to copy ("CC E-mail") or blind copy ("BCC E-mail").
To address all users or all contact persons, select the
or
button and then the
button and click on
.
To remove a recipient, click the "x" next to the address.
Enter a meaningful title for the e-mail in the "Subject" field. If you want to attach documents, pictures or other files to the e-mail, click on "Add local file" under "Attachments" to open the explorer for file upload. Then enter the text of the e-mail in the "E-mail" section; you can use the offered editor functions for text formatting.
To send the e-mail, click on the action
on the left.
For an insight into the e-mail communication so far, take a look at the E-mail history.
Using e-mail templates
If you want to use an e-mail template, click on the action
on the left. All templates which are available in the system will then be displayed. Select a template by clicking on the underlined number in the column "Keys". The field "Subject" and the text of the e-mail will be filled automatically with the stored data.
If you have selected a standard template for the respective object, this will be preselected. If you have selected a template for which there is multilingual content, a dialogue opens. Select which language is to be used for the template.