Difference between revisions of "Sent Mail Page Manual 3.0"

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(Created page with "Category:Manual Category:CRM Category:MIB3.0 Category: 4.2 {{Menu|Message= middle|30px '''Users > Sent Mail'''}} <br /> __TOC__ <br />...")
 
 
(4 intermediate revisions by one other user not shown)
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=== Sent Mail ===
 
=== Sent Mail ===
 
----
 
----
−
[[File:SentMailBlock_3.png|1000px|thumb|Information for an email sent by the platform]]
+
[[File:SentMailForm.png|1000px|thumb|Information for an email sent by the platform]]
  
 
<br />
 
<br />
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! style="width:40%;" | Restrictions
 
! style="width:40%;" | Restrictions
 
|-
 
|-
−
! style="text-align:left;;" | Name
+
! style="text-align:left;border-left:5px solid yellow;" | Agent Hash
 +
| Agent Hashcode
 +
| Read Only
 +
|-
 +
! style="text-align:left;border-left:5px solid yellow;" | Timeout (Timezone - Coordinated Universal Time)
 +
| Timeout field displayed in the user timezone.
 +
| Read Only
 +
|-
 +
! style="text-align:left;border-left:5px solid yellow;" | Send Priority
 +
| In this field is setted the priority of the email.
 +
| Read Only
 +
|-
 +
! style="text-align:left;border-left:5px solid yellow;" | Name
 
| Email name
 
| Email name
−
| -
+
| Read Only
 
|-
 
|-
−
! style="text-align:left; " | UserId
+
! style="text-align:left;border-left:5px solid yellow;" | User Id
−
| ID of the User that the mail was sent to
+
| In this field is displayed the Id of the user to whom the email was sent.
−
| -
+
| Read Only
 
|-
 
|-
−
! style="text-align:left;" | To
+
! style="text-align:left;border-left:5px solid yellow;" | To
 
| Email address the mail was sent to.
 
| Email address the mail was sent to.
−
| -
+
| Read Only
 
|-
 
|-
−
! style="text-align:left;" | Subject
+
! style="text-align:left;border-left:5px solid yellow;" | Subject
 
| Email subject
 
| Email subject
−
| -
+
| Read Only
 
|-
 
|-
−
! style="text-align:left;" | From
+
! style="text-align:left;border-left:5px solid yellow;" | From
 
| Email address from the email is sent to
 
| Email address from the email is sent to
−
| -
+
| Read Only
 
|-
 
|-
−
! style="text-align:left;" | Sent
+
! style="text-align:left;border-left:5px solid yellow;" | Sent
 
| Flag that allows to know if the email has been already sent or is still pending to be sent.
 
| Flag that allows to know if the email has been already sent or is still pending to be sent.
−
| -
+
| Read Only
 
|-
 
|-
−
! style="text-align:left;" | Owner
+
! style="text-align:left;border-left:5px solid yellow;" | Owner
−
| Operator that created this mail.
+
| The Id of the Owner of the email.
 
| Read Only
 
| Read Only
 
|-
 
|-
−
! style="text-align:left;" | CC
+
! style="text-align:left;border-left:5px solid yellow;" | CC
 
| CC email field
 
| CC email field
−
| -
+
| Read Only
 
|-
 
|-
−
! style="text-align:left;" | Body
+
! style="text-align:left;border-left:5px solid yellow;" | Body
−
| Contains the body for the email.
+
| The body of the email
−
| -
+
| Read Only
 
|-
 
|-
−
! style="text-align:left;" | Retry count
+
! style="text-align:left;border-left:5px solid yellow;" | Retry count
 
| Number of retries that the email has been tried to be sent.
 
| Number of retries that the email has been tried to be sent.
 +
| Read only.
 +
|-
 +
! style="text-align:left;border-left:5px solid yellow;" | Source
 +
| The Source where the email was sent to.
 
| Read only.
 
| Read only.
 
|}
 
|}
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== Actions ==
 
== Actions ==
−
{| class="wikitable"
+
The user can only read the details of a Sent Mail, no other actions are available.
−
|-
 
−
!  style="width:10%;" |  [[#Create|Create]]
 
−
!  style="width:10%;" |  [[#Edit|Edit]]
 
−
!  style="width:10%;" |  [[#Edit in List|Edit in List]]
 
−
!  style="width:10%;" |  [[#Bulk Edit|Bulk Edit]]
 
−
!  style="width:10%;" |  [[#Copy|Copy]]
 
−
!  style="width:10%;" |  [[#Copy with Relateds|Copy with Relateds]]
 
−
!  style="width:10%;" |  [[#Delete|Delete]]
 
−
|-
 
−
| style="text-align:center" | [[File:Tick.png|16px|center]]
 
−
| style="text-align:center" | [[File:Tick.png|16px|center]]
 
−
| style="text-align:center" | [[File:Cross.png|16px|center]]
 
−
| style="text-align:center" | [[File:Tick.png|16px|center]]
 
−
| style="text-align:center" | [[File:Tick.png|16px|center]]
 
−
| style="text-align:center" | [[File:Tick.png|16px|center]]
 
−
| style="text-align:center" | [[File:Cross.png|16px|center]]
 
−
|}
 
−
 
 
−
===  [[File:New3.png|middle|40px]] Create ===
 
−
Email creation is enabled by default for most of the CRM operator profiles. It can be used to manually create email messages to be sent for users.
 
−
# Use the [[File:New3.png|middle|30px]] button to create an empty email message.
 
−
# Fill all the email message data and the related blocks.
 
−
# Once finished, save changes by using the [[File:Save3.png|middle|30px]] button in the sent mail page.
 
−
<br />
 
−
<br />
 
−
 
 
−
=== [[File:BulkEdit3.png|middle|40px]] Edit ===
 
−
Email edit is enabled by default for most of the CRM operator profiles. It can be used to retry or sending again an email. Once finished modifying the email message, save changes by using the [[File:Save3.png|middle|30px]] button in the sent mail page.
 
−
<br />
 
−
<br />
 
−
 
 
−
===  [[File:Edit3.png|middle|40px]] Edit in List ===
 
−
Edit in list is not enabled for sent mail page.
 
−
<br />
 
−
<br />
 
−
 
 
−
===  [[File:BulkEdit3.png|middle|40px]] Bulk Edit ===
 
−
Bulk Edit is enabled in the Sent Mails page, allowing you to modify several email messages at the same time. However, not all the relateds blocks will be available for performing a bulk edit operation. The blocks available are:
 
−
* '''Basic email information'''
 
−
<br />
 
−
<br />
 
−
 
 
−
=== [[File:Copy3.png|middle|40px]] Copy ===
 
−
Copy is enabled for email messages. Using the [[File:Copy3.png|middle|25px]] button, you will be able to clone the basic information from the email into a new email.
 
−
Once the email message is copied, review that all the fields have been copied properly and press [[File:Save3.png|middle|25px]] Save button.
 
−
<br />
 
−
<br />
 
−
 
 
−
=== [[File:Copy3.png|middle|40px]] Copy with relateds ===
 
−
Copy is enabled for email messages and has the same behavior as Copy button.
 
−
<br />
 
−
<br />
 
−
 
 
−
=== [[File:Delete3.png|middle|40px]] Delete ===
 
−
Emails messages cannot be deleted by the operator.
 
−
 
 
−
<br />
 

Latest revision as of 19:53, 19 May 2023


Infobox info icon white.svg.png

Access to this menu in Betools through: UsersIcon.png Users > Sent Mail



This section allows the operator to review mails sent to specific users (for purchases confirmation, confirmation auto-registration, welcome messages, etc.).



Blocks

Sent Mail

Information for an email sent by the platform


Field Description Restrictions
Agent Hash Agent Hashcode Read Only
Timeout (Timezone - Coordinated Universal Time) Timeout field displayed in the user timezone. Read Only
Send Priority In this field is setted the priority of the email. Read Only
Name Email name Read Only
User Id In this field is displayed the Id of the user to whom the email was sent. Read Only
To Email address the mail was sent to. Read Only
Subject Email subject Read Only
From Email address from the email is sent to Read Only
Sent Flag that allows to know if the email has been already sent or is still pending to be sent. Read Only
Owner The Id of the Owner of the email. Read Only
CC CC email field Read Only
Body The body of the email Read Only
Retry count Number of retries that the email has been tried to be sent. Read only.
Source The Source where the email was sent to. Read only.



Actions

The user can only read the details of a Sent Mail, no other actions are available.

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