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)

1. Click Contacts on the Folder List to open Contacts.

2. On EMail menu, click Reqlist... to show Reqlist EMail Window.

3. Open the dropdown list of the Styles Button and select the desired style.

4. Open the dropdown list of Send Details Button and select the desired Reqlist content.

5. Click Send button, to queue your Reqlist into Outbox Folder.  After queuing, cBizOne starts sending Reqlist to each Contact, whose 'Send Reqlist' is checked.

6. 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)

1. Click Contacts on the Folder List to open Contacts.

2. On EMail menu, click Reqlist... to show Reqlist EMail Window.

3. Open the dropdown list of the Styles Button and select the desired style.

4. Open the dropdown list of Send Details Button and select the desired Reqlist content.

5. Click Options button, to show EMail options window.

6. In the EMail options window, check Bulk Mail and then click on OK Button.

7. Click Send button, to queue your Reqlist into Outbox Folder.  After queuing, cBizOne starts sending Reqlist to all Contacts, whose 'Send Reqlist' is checked.

8. Click on Outbox Folder in the Folder List to see the status of the Reqlist EMail.

• Sending Reqlist to one Contact

1. Click Contacts on the Folder List to open Contacts.

2. If the Contact is not visible, search the Contact.

3. Select the Contact by clicking on the contact.

4. On EMail menu, click Reqlist... to show Reqlist EMail Window.

5. Open the dropdown list of the Styles Button and select the desired style.

6. Open the dropdown list of Send Details Button and select the desired Reqlist content.

7. Click Options button, to show EMail options window.

8. In the EMail options window, select Recipients in the Mail Window in Mail To options, and then click OK Button.

9. 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