Send Reqlist:
Reqlist is composed automatically, using
all the open Requirements. The Reqlist EMail is
composed with all the required information, which can
be modified before sending the mail. Reqlist can be sent
either 'personalized' or 'bulk' to all your Contacts (whose
Send Reqlist is checked). Reqlist can also
be sent to only one Contact.
Sending Reqlist to all your Contacts
(Personalized)
- Click Contacts on the Folder
List to open Contacts.
- On EMail menu, click Reqlist... to
show Reqlist EMail
Window.
- Open the dropdown list of the Styles Button
and select the desired style.
- Open the dropdown list of Send Details Button
and select
the desired Reqlist content.
- Click Send button, to queue your Reqlist
into Outbox Folder. After queuing, cBizOne starts
sending Reqlist to each Contact, whose 'Send Reqlist'
is checked.
- Click on Outbox Folder in the Folder
List to see the status of the Reqlist EMail.
Sending Reqlist to all your Contacts
(Bulk)
Sending 'Bulk' is significantly faster than sending
'Personalized'. But there are some disadvantages
in using 'Bulk' (see Bounce
Wizard in cBizLook)
- Click Contacts on the Folder
List to open Contacts.
- On EMail menu, click Reqlist... to
show Reqlist EMail
Window.
- Open the dropdown list of the Styles Button
and select the desired style.
- Open the dropdown list of Send Details Button
and select
the desired Reqlist content.
- Click Options button, to show EMail
options window.
- In the EMail options window, check Bulk Mail
and then click on OK Button.
- Click Send button, to queue your Reqlist
into Outbox Folder. After queuing, cBizOne starts
sending Reqlist to all Contacts, whose 'Send Reqlist'
is checked.
- Click on Outbox Folder in the Folder
List to see the status of the Reqlist EMail.
Sending Reqlist to one Contact
- Click Contacts on the Folder
List to open Contacts.
- If the Contact is not visible, search
the Contact.
- Select the Contact by clicking on the contact.
- On EMail menu, click Reqlist... to
show Reqlist EMail
Window.
- Open the dropdown list of the Styles Button
and select the desired style.
- Open the dropdown list of Send Details Button
and select
the desired Reqlist content.
- Click Options button, to show EMail
options window.
- In the EMail options window, select Recipients
in the Mail Window in Mail To options,
and then click OK Button.
- Click Send button, to queue your Reqlist
into Outbox Folder.
Note: Styles are based on XML/XSL.
You can create new styles and/or customize existing
styles to suit your needs. Since this is
beyond the scope of this tutorial, please contact our
support
team or visit http://www.w3schools.com