To, CC, BCC

Enter an email address or Expression, or click Open Code Editor (Ctrl+F2) to open the Email Expression Editor. For example, enter or select «Customer.EmailAddress» to send a batch email to each Customer Email Address.

Where the To field is available, you can click Lookup (F2) to select a Customer/Creditor email address type. This is available from AR Customer Batch Email and AP Creditor Batch Email.

Reply To

Enter or select an email address as the Reply To address, or click Open Code Editor (F2) to open the Email Expression Editor. This is not available when Mail Integration is Simple MAPI.

From

Enter or select an email address as the From address, or click Open Code Editor (F2) to open the Email Expression Editor.

Subject

Enter or select the email Subject, or click Open Code Editor (F2) to open the Email Expression Editor to include expression fields.

In Email Designers, defaults to the «EmailSubject».

Attachment

(Available when no Attachments tab exists.)

You can add one or more attachments to be sent with each email.

In Email Designers, defaults to the «EmailFilename».

Append Signature

Selected, the Company Email Signature and User Email Signature will be included in the email.

New Document

Clear the contents of the editor and reset the Subject.

Open Template

(Ctrl+O)

Open a template to modify.

Save Template

(Shift+Ctrl+S)

Saves to the Email templates folder. Filename defaults from email subject.

View/Edit Source

Opens a window to view the HTML Source of the email.

HTML may be edited and saved back to the email designer.

Cut (Ctrl+X)

Cut to Clipboard.

Copy (Ctrl+C)

Copy to Clipboard.

Paste (Ctrl+V)

Paste from Clipboard.

Paste as Text (Shift+Ctrl+V)

Paste from Clipboard without formatting.

Undo (Ctrl+Z)

Undo the last single keystroke or editing operation.

Redo (Ctrl+Y)

Re-do the last single keystroke or editing operation.

Bold (Ctrl+B)

Selected text will be in bold.

Italic (Ctrl+I)

Select text will be in italics.

Underline (Ctrl+U)

Selected text will be underlined.

Format Painter

Copy the formatting from selected text and apply it to another selection.

Subscript

Make the word or selected text subscript.

Superscript

Make the word or selected text superscript.

Align Left/ Align Centre/ Align Right

Align text to the left, right or centre.

Numbering / Bullets

Insert a numbered or bulleted list.

Decrease Indentation / Increase Indentation

Decreases or increases the indentation of a paragraph.

Add Hyperlink (Ctrl+K)

Opens the Edit URL window, to enter hyperlink details.

URL: The URL to link to. May be an expression.

Text: The text to be displayed in place of the URL If blank, then Text will be the URL. May be an expression.

Edit an existing hyperlink using the Context Menu (right-click menu).

Add Char

Opens the Select Symbol window to insert a character.

Insert/Edit Expression

Opens the Expression Editor to Insert an expression at the cursor position, or if cursor is positioned within an existing expression loads the expression for Editing.

Add Image

Opens the Add Image window to enter image options. Once added, you can resize images. To resize and maintain aspect ratio, use the corner handles.

Spell Check (F7)

Activates Accredo spell check. Spelling is also checked as you type, right-click words for suggested corrections. Spell check options and dictionaries are set in Company Settings - Spellcheck tab.

Text Style

Select the text style. This can be used to insert headings. Defaults to Normal.

Add tag

Add a html tag.

Remove Styles

Remove all styles from selected text or if nothing is selected the whole document. You will be prompted to confirm. Removes all inline <style> tags.

Clear Formatting

Remove all formatting applied to selected text or if nothing is selected the whole document. You will be prompted to confirm.

Clear All Tags

Remove all formatting tags from selected text or if nothing is selected the whole document. You will be prompted to confirm.

Font

Select the email font. The font size defaults from User Email Preferences.

Font Size

Select the email font size. The font size defaults from User Email Preferences.

Font Colour

Select the text font colour.

Back Colour

Select the email background colour.

Border Style

Select border options for the selected text.

Add Table

Opens the Table Properties window, to select options for a table.

Insert Column

Inside a table, inserts a column.

Insert Row

Inside a table, inserts a row.

Delete Column

Inside a table, deletes the current column.

Delete Row

Inside a table, deletes the current row.

Format Table

Inside a table, gives options for formatting the table.

Signature

Insert signature at the current cursor position.

Drop down menus

Operators (Alt+O)

Lists MaxBasic Operators.

Objects (Alt+J)

Shows available Objects to be inserted into the email. For example, select Contact, then FirstName, to insert the contact's first name.

Functions (Alt+F)

MaxBasic functions and additional functions. When you select a function that expects arguments, the parentheses and commas for the arguments are shown and the pointer is positioned for the first argument, for example, InStr(|, )

Components (Alt+C)

Add Components to be included in the email.

Procedures (Alt+E)

Lists Function and Sub procedures defined in or imported into the script. Use Ctrl+E to open the Procedure List in a separate window.

Help (Alt+H)

Access resources including descriptions, documentation and sample code.

Buttons

Use SMTP Mailing

Selected, sends the mail via SMTP.

Request Read Receipt

Selected, requests a read receipt for the email.

Preview (Alt+P)

Preview the email in the Mail Editor.

Send (Alt+E)

Send the email.