Send a Batch Email
Navigating to This Screen
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From the Business Central home page, click on one of the screens integrated with eMailer Manager.
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From the menu, click on the Print/Send link.
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Click on Send Selected to eMailer Manager Batch.
Send Selected to eMailer Manager Batch: Enables the user to add the screen item (for example. the Blanket Sales Order in the Blanket Sales Order screen) to a batch to be emailed in bulk.
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The Send Email Batch screen will be displayed.
This screen enables the user to create batches of emails, which will all be sent at once, a significant time-savings when compared to sending email individually. Multiple documents to be sent to a batch.
Screen Controls
Send Batch: Send all of the emails in the current batch.
Delete Batch: Enables the user to delete the current batch.
Batch ID: Displays the batch ID number, as selected from the No. Series in the Setup screen.
Batch Name: Enter a name for the batch in this field.
Created Date: The date and time that the email batch was created.
Created By: The user name of the person who created the batch.
Processed: This switch indicates the batch's status (processed or not processed).
Mail Account: The default email account used to send the batch emails. The address in this field is taken from the default email setup.
Mail Template: The template name used to create the email body for the batch.
Consolidate Email: Enables the user to send a single consolidated email for all the documents with the same Recipient Addresses. The attachments for all of the documents will be attached to the consolidated email.
Processed By: Displays the user name of the user who sent the batch.
Processed Date: Displays the date and time that the batch was sent.
Document Type: Displays the Document Type of the line. For example: Customer Statement, Posted Sales Invoice etc.
Document No.: Displays the Document Number of the document.
Recipient No.: Displays the Customer Number of the document.
Recipient Name: Displays the Customer Name of the document.
Recipient Address: Display the recipient Email address either from the Customer Card or the Address Book for the document’s customer.
Create Date: Displays the date and time that this line was created.
Created By: Displays the user name of the person who created this line.
Value: Displays the total amount of the document.
Status: Displays the line's email delivery status (delivered or not delivered). This field is updated when a batch is processed.
Show Document: Enables the user to view the information of a Customer/Vendor of selected document line on its card screen.
Show Attachment: Enables the user to download the attachment(s) of selected document line.