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 buttonimages/download/thumbnails/494470446/Objekt_Dreipunkt_Button_img.png and then onimages/download/thumbnails/494469422/E-mail_EN_img.png .

Alternatively, you can also select the Settings via the main menuimages/download/thumbnails/494470919/Hauptmen%C3%BC_img.png and use the link images/download/thumbnails/494471251/Neue-E-Mail_Text_EN_img.png 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 images/download/thumbnails/494470267/Benutzer_E-Mail_img.png button to select an Innosoft user and the images/download/thumbnails/494470237/Ansprechpartner_E-Mail_img.png 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 buttonimages/download/thumbnails/494471061/%C3%9Cbernehmen_img.png .

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 images/download/thumbnails/494470267/Benutzer_E-Mail_img.png or images/download/thumbnails/494470237/Ansprechpartner_E-Mail_img.png button and then the images/download/thumbnails/494470446/Objekt_Dreipunkt_Button_img.png button and click on images/download/thumbnails/494469441/Alle-Eintr%C3%A4ge-ausw%C3%A4hlen_EN_img.png .

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 actionimages/download/thumbnails/494469431/E-Mail-senden_EN_img.png 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 actionimages/download/thumbnails/494471577/Template_img.png 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.