Personal tools

Difference between revisions of "Email List"

From TrueERP wiki

Jump to: navigation, search
(Created page with "== Overview == '''Email List:''' To access Email List, Go to Utilities Module, click email button. Here you will have a track of all the emails you have sent and received. ...")
 
 
Line 1: Line 1:
 
== Overview  ==
 
== Overview  ==
  
'''Email List:''' To access Email List, Go to Utilities Module, click email button.  
+
'''Email List:'''  
 +
 
 +
Here you will have a track of all the emails you have sent and received. A list of e-mail addresses identified by a single name, where an e-mail message is sent to the mailing list name, it is automatically forwarded to all the addresses in the list. Most e-mail clients support mailing lists, which enables you to broadcast e-mail messages to groups that you define
 +
 
 +
 
 +
To access Email List:
 +
 
 +
*Go to '''Utilities Module'''
 +
*Click the '''Email''' button.  
  
Here you will have a track of all the emails you have sent and received.
 
  
 
The search option '''F5''', '''F6''', and '''F7''' is there for your ease if you want to search for any email. You can select the search criteria from search column or you can click on any column and do you require search.  
 
The search option '''F5''', '''F6''', and '''F7''' is there for your ease if you want to search for any email. You can select the search criteria from search column or you can click on any column and do you require search.  
Line 11: Line 18:
 
If you want to check email on different periodical duration then click on the drop down menu above date. This option will help you to track all the email correspondence over a certain period of time. For Example you want to search all the email address of Previous Financial Year, or First Quarter or This Quarter etc, then by selecting any all the emails of that period will appear.  
 
If you want to check email on different periodical duration then click on the drop down menu above date. This option will help you to track all the email correspondence over a certain period of time. For Example you want to search all the email address of Previous Financial Year, or First Quarter or This Quarter etc, then by selecting any all the emails of that period will appear.  
  
'''Customise:''' By clicking on this tab you can customise your Email List columns accordingly.
 
  
'''Export:''' You can export the Email list to Excel Spreadsheets by clicking on this tab.  
+
*'''Customize''' -  Click on this tab and you can customize your Email List columns accordingly.
 +
 
 +
*'''Export''' -  Here you can export the Email list to Excel Spreadsheets by clicking on this tab.
 +
 
 +
*'''New''' -  Creates a new entry.  
  
'''New:''' You can create a new entry.  
+
*'''Print''' -  This tab will print out the email list.  
  
'''Print:''' This tab will print out the email list.  
+
*'''Email Config''' - The Email Configuration can be done through this tab. You can configure your    email address with the software through here. By clicking on this tab will ask you information in order to integrate your email with the software. Provide the details
 +
*Click '''Test'''
 +
*'''Save'''
  
'''Email Config''': Email Configuration can be done through this tab. You can configure your email address with the software through here. Clicking on this tab will ask you information in order to integrate your email with the software. Provide the details, then Test and save.
 
  
'''Email Purge:''' Through this tab you can delete all the email prior to a certain period.
+
'''Email Purge''' - Through this tab you can delete all the email prior to a certain period.

Latest revision as of 10:13, 16 October 2015

Overview

Email List:

Here you will have a track of all the emails you have sent and received. A list of e-mail addresses identified by a single name, where an e-mail message is sent to the mailing list name, it is automatically forwarded to all the addresses in the list. Most e-mail clients support mailing lists, which enables you to broadcast e-mail messages to groups that you define


To access Email List:

  • Go to Utilities Module
  • Click the Email button.


The search option F5, F6, and F7 is there for your ease if you want to search for any email. You can select the search criteria from search column or you can click on any column and do you require search.

You can search all the emails over a certain time frame by managing the dates from the top right.

If you want to check email on different periodical duration then click on the drop down menu above date. This option will help you to track all the email correspondence over a certain period of time. For Example you want to search all the email address of Previous Financial Year, or First Quarter or This Quarter etc, then by selecting any all the emails of that period will appear.


  • Customize - Click on this tab and you can customize your Email List columns accordingly.
  • Export - Here you can export the Email list to Excel Spreadsheets by clicking on this tab.
  • New - Creates a new entry.
  • Print - This tab will print out the email list.
  • Email Config - The Email Configuration can be done through this tab. You can configure your email address with the software through here. By clicking on this tab will ask you information in order to integrate your email with the software. Provide the details
  • Click Test
  • Save


Email Purge - Through this tab you can delete all the email prior to a certain period.