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Email Addresses
Receiving incoming emails is automated via the Queue Schedule, facility is provided to receive from either POP3 or IMAP accounts and then automatically log those emails in a table within Ostendo (table is called EMAILLOG). Any attachments are also stored based on the attachment path defined in the Queue Settings (and can be further segregated via a sub folder name as defined in the schedule record). The receiving of emails can be split into 3 different types:
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To Be Assigned: This type of email is for correspondence emails that are typically forwarded to Ostendo for auto linking to Customer and/or Suppliers |
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Data Only: This type of email is for where data is being emailed for further processing (i.e. EDI, E-Commerce Orders, Remote Data Synchronisation) |
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Response: This type of email is for where you’re able to reply to, and sign off, actions, follow-ups and reminders. As previously mentioned you can also Query data, send through files and notes, and request and process spreadsheets (i.e. Email Forms like Service Sheets, Quotes etc...) |
Entry and Display fields
Email Address Style: Select one from the drop-down list:
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To Be Assigned |
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Data Only |
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Response |
Email Address: Enter the email address designated for the Email Address Style.
For each email address specified, you need to create a Queue Schedule record to specify how often you wish to process each of these types of incoming email.
Buttons
Close: This will close the screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Add: This will send the cursor to a new line for entry of a new record.
Save: This will save the current data without exiting the screen
Cancel: Any changes made since the screen was opened or the last time the ‘Save’ Button was pressed will be lost.
Delete: This will immediately delete the current record from the list.