Différences
Ci-dessous, les différences entre deux révisions de la page.
| en:wiki:contacts:envoimessage [2025/06/24 19:16] – créée - modification externe 127.0.0.1 | en:wiki:contacts:envoimessage [2026/10/23 21:27] (Version actuelle) – Automatic push translation eneuville | ||
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| - | ====== Send an email, | + | ====== Send a message (email, |
| + | You can send a template email, letter or text message directly to any selected contact. | ||
| - | Via Gestan, you can directly send a standard email, standard letter, or standard SMS to any selected | + | These template messages use a system of placeholders to personalise them with the relevant data. For example, you can include %CONTACT_NAME% in the body of your message, which will be replaced by the contact’s name when the message is generated (see [[en: |
| - | In these standard messages, a system of keywords allows them to be personalized with the corresponding data. For example, you can put %CONTACT_NAME% in the body of your message, which will be replaced by the contact | + | === From the contact |
| - | ===== Mail-type ===== | + | You can send an email using the < |
| - | {{:fr: | + | {{fr: |
| - | The window allows you to configure | + | or via the context menu in the contact list. |
| - | The **To**, **CC**, and **CCI** fields are intended for recipient addresses, clear copy, and hidden (invisible) copy. | + | {{fr: |
| - | The **PJ** field indicates the path of the possible attachment. You can open this attachment, for checking before sending, by right-clicking on the field. You can add as many attachments as you want (within any size limits imposed by your ISP). | ||
| - | It is possible to specify that the email has a **high priority** and/or request a **read confirmation** or an **acknowledgment | + | === From the list of quotations, invoices, etc. === |
| - | If the **copy** box is checked, the copy of the email is sent to the sending user's email address. | + | Similarly, you can send a message to the contact associated with the document from the list of purchase or sales documents. |
| - | If the **memo** box is checked, a " | ||
| - | {{: | + | === From the list of actions and the list of interventions === |
| - | The context menu of the **PJ** field allows | + | Similarly, |
| + | ===== Send an email ===== | ||
| - | ===== Standard mail ===== | + | {{fr: |
| + | This window allows you to configure the email to be sent. | ||
| - | {{:fr: | + | The button < |
| - | The **Business/ | + | The fields |
| - | If the **memo** box is checked, a " | + | If the **CC** is ticked, a copy of the email is sent to the sender’s email address. |
| - | Check boxes: | + | If the **memo** box is ticked, an ‘email’ action is stored in the contact’s file, recording |
| - | * **without N/Ref**: allows you not to print the " | + | |
| - | * **without tracking**: allows you not to print the Followed by line | + | |
| - | * **without address**: allows you not to print the address: you can therefore use standard letters for any document other than a letter, such as for example | + | |
| - | * **without header** and **without footer** allow you not to edit a header and/or footer. Very useful if you are using pre-printed paper. | + | |
| - | ===== SMS type ===== | + | The **Attachment** field shows the path to any attachment. You can open this attachment to check it before sending by right-clicking on the field. You can add as many attachments as you like (within any size limits imposed by your ISP). The context menu for the **Attachment** field below allows you to automatically add all or some of the documents linked to the contact, and/or to the products in the document, as email attachments. |
| - | {{: | ||
| - | To send SMS, you must have opened an SMS sending account with a provider. | + | {{fr: |
| - | Depending on the boxes checked, the selected phones will be displayed in the **Recipients** area. | ||
| - | Clicking on the **Validate** button sends the **Message** area by SMS. | + | ===== Send an e=== |
| + | {{fr: | ||
| + | |||
| + | The selector **Business/ | ||
| + | |||
| + | If the **memo** is ticked, a ‘letter’ action is stored in the contact’s file, recording the details and text of the letter sent. | ||
| + | |||
| + | The tick boxes: | ||
| + | * **No Ref No** : prevents the ‘Ref. No.’ line from being printed | ||
| + | * **No tracking** : prevents the ‘Tracked by’ line from being printed | ||
| + | * **No address** : prevents the address from being printed: this allows you to use letter templates for any document other than a letter, such as an internship agreement or a sworn statement, which do not necessarily need to follow the standard letter format. | ||
| + | * **without a letterhead** and **without footer** allow you to omit the header and/or footer. Very useful if you are using pre-printed paper. | ||
| + | |||
| + | ===== Send an SMS ===== | ||
| + | |||
| + | {{fr: | ||
| + | |||
| + | To send text messages, you must either have set up a text messaging account with a provider and [[en: | ||
| + | |||
| + | Depending on which boxes are ticked, the selected phones will be displayed in the **Recipients**field. | ||
| + | |||
| + | Click the **Confirm** button sends the **Message** via SMS. | ||
| + | |||
| + | \\ \\ | ||
| ----------------- | ----------------- | ||
| - | {{: | + | ℹ️ |
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| + | <nspages fr: | ||
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| - | <nspages en: | ||