E-mail Dispatch
E-mails can be sent from the Innosoft system in various ways: from the ticket system, from an assignment or project, and directly after calling up a contact person, resource, address or machine.
Accessing the e-mail function
If you are in one of the above-mentioned areas, click on the button
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and then on
.
Sending an e-mail
The name and e-mail address of the sender are taken from your user profile and entered automatically.
To enter the e-mail addresses of one or more recipients, you have three options: "Add user", "Add contact person" or "Add e-mail". If you click on "Add user", you can select a registered e-mail address from the list of Innosoft users. To do this click on the lines of the useres to be added and confirm your selection by clicking on the button
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.
Select "Add contact person" to use the stored e-mail address of a contact person.
To enter any e-mail address, click on "Add e-mail" and then on the
button. Enter the name and e-mail address and click on
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. You accept the entered data by clicking the
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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, click on the "Add users" or "Add contact persons" link, select the
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button and click on
.
To remove a recipient, click again on the previously selected link "Add user", "Add contact person" or "Add e-mail". The selected names are displayed above the table. Click on the name of the user or contact person to be deleted. For "Add e-mail", click the
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button.
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.
If you want to use an e-mail template, click on the action
on the left. All templates available in the system will then be displayed. Select a template by clicking on the template name in the left column. The field "Subject" and the text of the e-mail will be filled automatically with the stored data.
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.