Send Email

Contents of this Topic: Show

Overview

Process Orders - Send Email link in the Accordion

Customers - Email Customer link in the Accordion

Suppliers - Email Supplier link in the Accordion

QuickShip - Send Email button on the screen

Point of Sale interface - the default Send Email hot key (F8)

Description of the Screen

Email Message (Send Email) screen

Attachment Button

Figure 2: Select File screen

Send Button

Cancel Button

Email To Drop-down List

Email BCC Drop-down List

Select Template Tab

Edit Message Tab

Email Message (Send Email) screen

Edit Template Button

Reload Button

Clear Button

Preview HTML Tab

This tab will only be visible if one of the HTML email templates is selected in the Template drop-down list and system parameter EmailSendMethod is set to OrderManager.

Email Message (Send Email): Preview HTML tab

Template Drop-down List

Body of the HTML Email Message

Mail Format: Radio Buttons

Using the Send Email Screen

  1. Enter or change the values in the Email To and Email BCC fields as necessary.

  2. Choose the email template that will be used for the message from the Template drop-down list.

  3. To make a temporary change to the plain text of the email message for the current recipient, simply edit the text on the Edit Message tab.  To make the change permanent, use the [Edit Template] button to alter the currently selected template. Refer to Email Template Editor for more information.

  4. If HTML content is being included in the email message it can be reviewed by clicking on the Preview HTML tab.

  5. If a file needs to be attached to the email message, click the [Attachment] button to locate and attach it.

  6. When ready to send the email message, click the [Send] button.

 

Additional Information

Email Template Editor

Sending Email through Stone Edge

 

Created: 3/8/11

Revised: 3/26/12

Published: 04/14/16