Email Workflow - Revision history

David.weller: /* 1.5 New Email */

2025-05-14T11:58:58Z

1.5 New Email

← Older revision		Revision as of 13:58, 14 May 2025
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	=== 1.5 New Email ===		=== 1.5 New Email ===
	* Allows you to send a new email directly from the workflow.		* Allows you to send a new email directly from the workflow.
	* For a detailed breakdown of this functionality, please refer to the '''[[New Email]]''' page.

	== 2. Workflow Filters ==		== 2. Workflow Filters ==

David.weller: /* Job Actions */

2025-05-14T11:58:13Z

Job Actions

← Older revision		Revision as of 13:58, 14 May 2025
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	When you select an email from the QMS Email Workflow, it opens in a detailed view. This allows you to both read the full message and take action by creating a Prequote, Quote, or Booking.		When you select an email from the QMS Email Workflow, it opens in a detailed view. This allows you to both read the full message and take action by creating a Prequote, Quote, or Booking.
			[[File:Email-workflow-emailopen.png\|center\|thumb\|890x890px]]

	== 1. Email Content & Actions ==		== 1. Email Content & Actions ==
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	* '''Is Booking Request''': If checked, you will be limited to creating a '''Booking''' or a '''Prequote'''. If a Prequote is created, it can only be converted to a Booking (not a Quote).		* '''Is Booking Request''': If checked, you will be limited to creating a '''Booking''' or a '''Prequote'''. If a Prequote is created, it can only be converted to a Booking (not a Quote).
	* '''Categorise Prequote''': Assign a category to the prequote for easier filtering and organization in the Prequotes view.		* '''Categorise Prequote''': Assign a category to the prequote for easier filtering and organization in the Prequotes view.
			* '''Request More Information:''' You can send an email to the customer and it will request the required fields which they can fill out via the link they receive.
	* '''Create Prequote''': Generates a new prequote using the entered data.		* '''Create Prequote''': Generates a new prequote using the entered data.
	* '''New Quote''': Searches applicable tariffs and generates a quote based on the provided information.		* '''New Quote''': Searches applicable tariffs and generates a quote based on the provided information.

David.weller at 11:54, 14 May 2025

2025-05-14T11:54:59Z

@@ Line 69: / Line 69: @@
 * '''Att''': Shows an attachment icon if the email includes attachments.
 * '''Date Received''': The date and time the email was received.
 == Additional Help ==
 For further assistance with using the Email Workflow, please consult your team lead or refer to additional pages within this wiki.

David.weller at 11:37, 14 May 2025

2025-05-14T11:37:50Z

← Older revision		Revision as of 13:37, 14 May 2025
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	= QMS Email Workflow =		= QMS Email Workflow =

	The Email Workflow within QMS allows you to manage all incoming and outgoing emails directly from the system. Depending on your assigned teams and workflow access, the emails you can view and interact with will vary.		The Email Workflow within QMS allows you to manage all incoming and outgoing emails directly from the system. Depending on your assigned teams and workflow access, the emails you can view and interact with will vary. You can access the email workflow in QMS by selecting Inbox on the main navigation bar.

	== Access Limitations ==		== Access Limitations ==

David.weller: /* QMS Email Workflow Guide */

2025-05-14T11:30:51Z

QMS Email Workflow Guide

← Older revision		Revision as of 13:30, 14 May 2025
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	= QMS Email Workflow ~~Guide~~ =		= QMS Email Workflow =

	The Email Workflow within QMS allows you to manage all incoming and outgoing emails directly from the system. Depending on your assigned teams and workflow access, the emails you can view and interact with will vary.		The Email Workflow within QMS allows you to manage all incoming and outgoing emails directly from the system. Depending on your assigned teams and workflow access, the emails you can view and interact with will vary.

David.weller at 11:30, 14 May 2025

2025-05-14T11:30:38Z

← Older revision		Revision as of 13:30, 14 May 2025
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	== Access Limitations ==		== Access Limitations ==
	<div class="mw-warning">		<div class="mw-warning">
	'''Note:''' Your visibility within the Email Workflow is controlled by your team access and workflow permissions. If something seems missing, please contact your manager or system administrator.[[File:Email-workflow-main.png\|center\|thumb\|800x800px]]</div>		'''Note:''' Your visibility within the Email Workflow is controlled by your team access and workflow permissions. If something seems missing, please contact your manager or system administrator.

			[[File:Email-workflow-main.png\|center\|thumb\|800x800px]]</div>

	== 1. Workflow Folders and Sending Emails ==		== 1. Workflow Folders and Sending Emails ==

David.weller: Created page with "= QMS Email Workflow Guide = The Email Workflow within QMS allows you to manage all incoming and outgoing emails directly from the system. Depending on your assigned teams and workflow access, the emails you can view and interact with will vary. == Access Limitations ==
'''Note:''' Your visibility within the Email Workflow is controlled by your team access and workflow permissions. If something seems missing, please contact your manager or syst..."

2025-05-14T11:30:28Z

Created page with "= QMS Email Workflow Guide = The Email Workflow within QMS allows you to manage all incoming and outgoing emails directly from the system. Depending on your assigned teams and workflow access, the emails you can view and interact with will vary. == Access Limitations == <div class="mw-warning"> '''Note:''' Your visibility within the Email Workflow is controlled by your team access and workflow permissions. If something seems missing, please contact your manager or syst..."

New page

= QMS Email Workflow Guide =

The Email Workflow within QMS allows you to manage all incoming and outgoing emails directly from the system. Depending on your assigned teams and workflow access, the emails you can view and interact with will vary.

== Access Limitations ==
<div class="mw-warning">
'''Note:''' Your visibility within the Email Workflow is controlled by your team access and workflow permissions. If something seems missing, please contact your manager or system administrator.[[File:Email-workflow-main.png|center|thumb|800x800px]]</div>

== 1. Workflow Folders and Sending Emails ==

This panel allows you to navigate different email folders and send new emails. Each folder shares the same layout and functionality, but represents a different stage or action in the workflow.

=== 1.1 Inbox ===
* Contains all emails that have been received and not yet actioned.

=== 1.2 Actioned ===
* Contains emails that have had actions taken on them, such as:
** Creating a pre-quote
** Generating a quote
** Making a booking

=== 1.3 Sent ===
* Contains all outbound emails sent from the workflow interface.

=== 1.4 Deleted ===
* Stores all emails that have been marked as deleted. These remain viewable here for reference or recovery.

=== 1.5 New Email ===
* Allows you to send a new email directly from the workflow.
* For a detailed breakdown of this functionality, please refer to the '''[[New Email]]''' page.

== 2. Workflow Filters ==

These filters help you refine the list of emails visible in the email view panel:

* '''From''': Filter emails by the sender's email address.
* '''To''': Select one or more mailboxes to filter by the recipient address (i.e., which mailbox received the email).
* '''Subject''': Filter emails by specific subject text.
* '''Category''': Filter by one or multiple email categories.
* '''Date From – Date To''': Filter by the date emails were received.
<div class="mw-note">
'''Default Range:''' The filter defaults to showing emails from the last month, up to the current date.
</div>

== 3. Email View and Quick Actions ==

This is the main panel where you view incoming and outgoing emails. You can select one, multiple, or all visible emails to perform quick actions:

=== Available Quick Actions ===
* Delete
* Mark as Unread
* Categorise

=== Email View Columns ===

The table contains the following columns:

* '''Sender''': The display name of the email sender.
* '''Email Address''': The actual email address the message was received from.
* '''Mailbox Name''': The mailbox into which the email was received.
* '''Subject''': The subject line of the email.
* '''Category''': The category assigned to the email (if any).
* '''Status''': Displays:
** If the email is '''locked''' (you can manually unlock it if you locked it, or if you are admin).
** If the email is '''unread''' (unread emails appear in bold text).
** Job status, if the email is linked to a shipment (e.g., "Lost", "Quote", "Booking").
* '''Att''': Shows an attachment icon if the email includes attachments.
* '''Date Received''': The date and time the email was received.

== Additional Help ==
For further assistance with using the Email Workflow, please consult your team lead or refer to additional pages within this wiki.