The Mail Book function in SapphireOne is designed to replace traditional physical mail books, allowing users to track and manage mail items digitally. This feature is crucial for keeping accurate records of all mail sent and received, ensuring accountability and traceability. the steps are as follows:
- Navigate to Workbook > General > Mail Book.
- Click on the New button to create a new mail book entry.
- Filling Out the Form
- Title – Enter a title for the mail book entry.
- Mail In/Mail Out – Select whether the entry is for incoming or outgoing mail using the radio buttons.
- Type of Mail – Choose the type of mail from the drop-down menu. This menu is user-editable. you can add or remove types as needed.
- From – Select the table (Clients, Vendors, Contacts) from which the ‘From’ data will be chosen. Use the @ symbol to search and select the appropriate entry.
- To – Similarly, select the table for the ‘To’ data entry field and use the @ symbol to search and select the appropriate entry.
- Date – SapphireOne will automatically enter today’s date, but this can be altered if required.
- Barcode – If applicable, scan and enter the barcode.
- Email Notification – If desired, select the button to send an email notification to the recipient, provided their email address is correctly entered in SapphireOne.
- Once all necessary information is entered, click the Save button to store the mail book entry.
- Viewing and Modifying Mail Book Entries – To view or modify an existing mail book entry, select it from the list and click on the Edit button.
For more detailed information, please refer to the Workbook > General > Mail Book article.