Defining E-mail Options

Use the Send E-Mail Options screen to define additional properties associated with an e-mail that you want to send. For example, you can define the return e-mail address for all messages that you send, or you can enter a recipient for a blind carbon copy (BCC).

To define an e-mail option:

From the System > Custom > Add-on Products > Outbound Email menu, select Email Send to display the Send E-mail screen.
Use the Options hot key to display the Send E-mail Options screen.

The system populates the From field with your default e-mail address, based on the following hierarchy of information:

The system first uses the information in the E-mail field on the Outgoing E-mail Parameters screen for your user ID. For more information, see Entering User Outgoing E-mail Parameters.

If the E-mail field on the Outgoing E-mail Parameters screen is blank, the system then uses the information in the Default E-mail From Name control maintenance record.

Note: We recommend that you set the Default E-mail From Name control maintenance record. This e-mail does not display in the From field on the Send E-mail Options screen, but does display in the e-mail that is sent.

If the Default E-mail From Name control maintenance record is blank, the system uses your user ID from your company's domain name.
To override the e-mail address in the From field, type over the displayed address.

Note: The From field can contain only one e-mail address.

Use any of the following options to determine how and to whom to send the e-mail:

To...	In this field...	Do the following...
have a blind carbon copy of this e-mail sent to you	Sender BCC	Enter your e-mail address. Note: To set up either or both of the Sender BCC and Sender BCC Prefix fields to automatically populate, set a default entry for your user ID in the Outgoing E-mail Parameters screen. For more information, see Entering User Outgoing E-mail Parameters.
append the Subject line of the blind carbon copy being sent to you	Sender BCC Prefix	Enter an identifying prefix. Note: To set up either or both of the Sender BCC and Sender BCC Prefix fields to automatically populate, set a default entry for your user ID in the Outgoing E-mail Parameters screen. For more information, see Entering User Outgoing E-mail Parameters.
include the company name of the customer or vendor to whom you want to send the e-mail	Customer/Vendor	Type a company name and press Enter. If more than one version of that entity exists, select from the list of customers or vendors and press Enter. The Available E-mail Addresses screen displays. Do one of the following: If e-mail addresses exist, based on information entered in the Internet Information Maintenance screen, select an e-mail address or All and press Enter. If e-mail addresses do not exist, based on information entered in the Internet Information Maintenance screen, press Enter. The system does not populate this field with the addresses, but the entity name displays in the Customer/Vendor field. Note: For more information, see Entering Internet and E-mail Information.
specify a person to whom this e-mail should go	Contact	Do one of the following: Enter the full name or e-mail of the person to whom you want this e-mail to be sent. Enter the partial name or e-mail of the person to whom you want this e-mail to be sent, and then select from the list of contacts. Press F10 to display the Available E-mail Addresses screen, which displays a list of active contacts. If e-mail addresses exist, based on information entered in the Internet Information Maintenance screen, select an e-mail address or All and press Enter. If e-mail addresses do not exist, based on information entered in the Internet Information Maintenance screen, press Enter. Note: For more information, see Entering Internet and E-mail Information.
apply an .html template to your e-mail	HTML Header Template	Do one of the following: Enter the name of the template. Press F10 and select from a list of templates. You must have the custom add-on for HTML-based letterhead to use this field. Note: For information on how to create html letterhead, see Building E-mail Templates.
send an attachment that is embedded in the body of the e-mail	Send Attachment in Body (Y/N)	Enter Y. Note: For more information about how to create and upload attachments, see Attaching Documents to E-mails.
send an attachment that is external to the body of the e-mail	Send Attachment in Body (Y/N)	Enter N. Note: For more information about how to create and upload attachments, see Attaching Documents to E-mails.

The Attachment Type field displays the of file, if any, that you have attached to the e-mail. You can attach any of the following types of documents:

.txt – Sends the attachment as a text file that displays in simple text format, such as in Notepad.
.html – Send the attachment as an HTML file that displays in a web browser.
.pdf – Send the attachment as an PDF file.

This field is view-only. For more information, see Attaching Documents to E-mails.

Press Esc to save this information and exit the screen.