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Support » Knowledge Base » CRM » E-mail

These are your e-mails to clients and other contacts.

Blaq is only able to send e-mails out, it does not receive e-mails. Your e-mails are still hosted by your regular e-mail host.

The main purpose of the E-mail section in Blaq is for sending your clients copies of PDF files generated by Blaq, such as invoices, quotes and statements. There are two ways to create a new e-mail in Blaq:
  1. Create an e-mail from scratch within the e-mail section. To do this:
    1. Click on the 'New E-mail' button.
    2. Either enter an e-mail address in the 'To' field or click on the button to the right of the field and select e-mail addresses from the list.
    3. Do the same for the 'CC' field if desired.
    4. The 'BCC' field will contain you if the option to automatically BCC yourself is set in the Preferences section.
    5. Enter a subject in the Subject field.
    6. If your recipient can't accept HTML e-mails, change 'Plain Text/HTML' to Plain Text.
    7. Select any files from the attachment list. These will be files you've recently created.
    8. Enter a message in the Message box. If you have setup an E-mail Signature in the Preferences section this will already be inserted here.
  2. Create an e-mail from another section in Blaq. To do this:
    1. Go to the section you want to send a file from, for example, Quotes.
    2. Click on the 'E-mail' button.
    3. Click on a template in the list and a new e-mail will be created with most of the details filled in:
      1. The 'To' field will contain the client name and e-mail address if these were supplied.
      2. The Subject will contain a description of the document you are sending, including the title of the transaction.
      3. The PDF will automatically be selected in the attachment list.
    4. Edit any of the fields if desired.
Once you have finished, click on the 'Send E-mail' button to send the e-mail. A message should soon appear telling you the message has been sent successfully.




E-mail
  • To - one or more recipients, separated by commas.
Last modified: 29/06/2009