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With the email module, you can send forms from the order, invoicing and eFile.
This chapter only describes the features of the CargoSoft email module. Features and use of external email programs (e.g. Outlook) are not explained in this webhelp.

A description of the technical configuration of email basic data and registry keys as well as email signatures can be found in the basic data.

E-mail dispatch from the system can be controlled via CargoCom → pls see CargoCom in ADMIN.

Contents

Basic data



Open the email program

The e-mail program can be called from 3 different places - there are also 3 different call modes.

The Email button in the quick launch bar is identical to Email button in the File → Send to → Email.

In the Extras menu without additional function

If you have not opened a file, you can open the email mask in the menu Extras → Email in all modules.

→ A blank email window opens. The signature of the user is automatically pre-assigned.
→ All other contents must be added manually.

Within the file with additional function

If you click the Email button while you have an open file, the email mask opens and the file with the forms is automatically pre-assigned on the Forms tab.

→ Now you can manually attach documents.
→ The file number is automatically re-assigned in the subject line.

Instant attachment and file number as subject

If you would like to directly attach a document to an email, select a document e.g. in an order and click the menu item File → Send to→ Email.

→ The selected document is directly attached to the new email. The subject is automatically pre-assigned with the file number.
→ For more information about adding attachments, see email attachments.




Standard view of the email

The default view of the email mask consists of the following sections:

  • The upper section contains the email recipient and subject.
  • The middle section contains a field for the email text. Here you can open the Forms tab from which you can add attachments and other contents.
  • The lower section displays the attachments.

 The boundary between the middle and lower section can be moved with the cursor in order to change the sizes of the sections.




Search and enter email addresses

There are multiple ways of searching or entering email addresses.

Automatic entry of the email address

If a form is selected when creating the email, the field To is automatically pre-assigned with the Address partner tab from Address 1 of the form.

Manual entry of the email address

You can also manually type in one or more email recipients.
Type in the email address and confirm with Enter (or jump to the next field with TAB).

Modify the email address

A blue bubble appears around the email address.
Click in the bubble to modify or delete the email address.

→ Confirm your modifications with Enter.

Remove the email address

If you would like to remove an address, click in the bubble and remove its content with backspace or delete key. Jump to the next field with TAB or confirm with Enter to remove the bubble with the email address.
To add further adresses, add them after the first bubble as described above.

Entering multiple emails addresses separated by semicolons is NOT possible.

email addresses in the order

Option 1

From within the order, it is furthermore possible to open a list of email addresses of all companies mentioned in the order.

To do so, double click in the fields To, Copy or Blind copy to open the window Email selection of the current file with all email addresses from the order addresses, from the container addresses as well as manually entered email addresses (field _email). All contact persons saved in the address are displayed here, including the field Remark from the addresses.

Several receivers can be selected and accepted.

If there are multiple files on the Forms tab of the email, click on a file and open the address selection mask mentioned above.

Option 2

You can alternatively use the email addresses listed on the Forms tab of the email.

Activate the checkboxes of the relevant email addresses and pull them into the address field.

Via the CargoSoft address module




Another option is to use the CargoSoft adddress module for the search.
Select the address book. 
A search mask opens. Here you can search the address database for email addresses.

Via external email clients




You can also search via external email clients, e.g. outlook (if installed - may be subject to charge).
Select the address book. 
A search mask opens. Here you can search the address database for email addresses.
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