Manage sent and unsent emails
This topic is under construction. It may be incomplete and is subject to change.
When to use this procedure
Follow the steps below to view any emails sent, or generated and yet unsent, from AIMsi from a specified date.
Last week you sent a purchase order to a customer through the AIMsi email function but you haven't heard from your customer. Today you call to make sure they received it, and as it turns out, they did not. You access the email maintenance feature in AIMsi to resend the email to your customer.
Steps to complete
Prerequisites: An email must have been generated in Mailing/Letters and sent (or unsent) before it is included here.
- On the Modules menu, point to Customer and click Email Maintenance. The Email Activity window opens.
- Select the Sent option.
- If you know the date it the email was created, enter that in the Created Date box. Only emails sent on that date or later display in the grid.
Did you know? To quickly enter today's date in any Date boxes, press T on your keyboard. To quickly back-date or forward-date by one day, use the Hyphen key (-) and Equal key (=) on your keyboard (alternatively, use the Minus Sign and Plus Sign keys on your keyboard number pad). To quickly back-date or forward-date by one month, use the Page Up and Page Down keys on your keyboard. Press F6 to display a calendar and select a date.
- If you know the email address, or specific keywords from the email, enter those in the Email and/or Keyword Search boxes.
- Click Refresh.
- Identify the email you want to resend in the grid. Right-click and select Send Current Email. The emails is resent.
- On the Modules menu, point to Customer and click Email Maintenance. The Email Activity window opens.
- Select to display only Sent, only Unsent, or All emails in the grid.
- If you know the date the email was created, enter that in the Created Date box. Only emails generated on that date or later display in the grid.
Did you know? To quickly enter today's date in any Date boxes, press T on your keyboard. To quickly back-date or forward-date by one day, use the Hyphen key (-) and Equal key (=) on your keyboard (alternatively, use the Minus Sign and Plus Sign keys on your keyboard number pad). To quickly back-date or forward-date by one month, use the Page Up and Page Down keys on your keyboard. Press F6 to display a calendar and select a date.
- If you know the email address(es), or specific keywords from the email(s), enter those in the Email and/or Keyword Search boxes.
- Click Refresh.
- Do one of the following in the grid:
Which email(s) do you want to send? Then right-click and select... Only the selected email. Send Current Email. The email is sent. All unsent emails Send all Unsent Emails. All unsent emails are sent.
- On the Modules menu, point to Customer and click Email Maintenance. The Email Activity window opens.
- Select to display only Sent, only Unsent, or All emails in the grid.
- If you know the date the email was created, enter that in the Created Date box. Only emails composed on that date or later display in the grid.
Did you know? To quickly enter today's date in any Date boxes, press T on your keyboard. To quickly back-date or forward-date by one day, use the Hyphen key (-) and Equal key (=) on your keyboard (alternatively, use the Minus Sign and Plus Sign keys on your keyboard number pad). To quickly back-date or forward-date by one month, use the Page Up and Page Down keys on your keyboard. Press F6 to display a calendar and select a date.
- If you know the email address(es), or specific keywords from the email(s), enter those in the Email and/or Keyword Search boxes.
- Click Refresh.
- Do one of the following in the grid:
Which email(s) do you want to delete? Then right-click and select... Only the selected email. Delete Current Email. The email is deleted from AIMsi.
Any email older than a certain date. Delete Sent Emails Prior to a Date.
On the window that displays, enter the date you want to use and press Enter on your keyboard. All emails older than the date you entered are deleted from AIMsi.
- On the Modules menu, point to Customer and click Email Maintenance. The Email Activity window opens.
- Select to display only Sent, only Unsent, or All emails in the grid.
- If you know the date the email was created, enter that in the Created Date box. Only emails generated on that date or later display in the grid.
Did you know? To quickly enter today's date in any Date boxes, press T on your keyboard. To quickly back-date or forward-date by one day, use the Hyphen key (-) and Equal key (=) on your keyboard (alternatively, use the Minus Sign and Plus Sign keys on your keyboard number pad). To quickly back-date or forward-date by one month, use the Page Up and Page Down keys on your keyboard. Press F6 to display a calendar and select a date.
- If you know the email address(es), or specific keywords from the email(s), enter those in the Email and/or Keyword Search boxes.
- Click Refresh.
- Do one of the following in the grid:
What type of information do you want to view? Then... The email addresses this email was sent to. Highlight an email in the grid.
Right-click and select Display Current Email Email Addresses. An Email Addresses window displays.
Click OK once you've reviewed the address(es).
The content in the email. Highlight an email in the grid.
Right-click and select Display Current Email.