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Send Welcome Email

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After the move has happened, it is time to send out the Welcome email.

Send Notifications to all BOS Occupants in a Phase

You can send out the notification from your BOS Move Plan to all the BOS Occupants in a Phase.

  1. Open a BOS Move Plan.
  2. Click the BOS Move Data clipboard_ea286497cba17a8fbb627203219b0f8c7.png icon.
  3. Click the clipboard_e31f8fc118787534ae4d7be1db2ef926b.png Send Email icon.

clipboard_e4649a55f3d038af7a500b8723ef9839e.png

5. Click the email to send. The Send Email dialog displays.

clipboard_ed3e32cf0cfe88655f5cf0ae3ee46dc93.png

6. Click the Confirmation Dialog button.

The email(s) are sent.

Send Notifications to a selection of BOS Occupants in a Phase

You can send out the notification from your BOS Move Plan to a selection of BOS Occupants in a Phase.

  1. Open a BOS Move Plan.
  2. Click the BOS Move Data clipboard_ea286497cba17a8fbb627203219b0f8c7.png icon.
  3. Check one or more move rows using the check box to the left of each row, refer to select multiple BOS grid rows.
  4. Click the clipboard_eb58a3305eca38ec21158e80f32d2212d.png  Send Email icon.
  5. Click the BOS Welcome Email.

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The email(s) are sent.

BOS Occupant's Status Column

The Status column will display initially as blank as no email has been sent. After you have sent out the emails an icon displays:

  • Normal email image2020-11-11_11-6-42.png icon - this displays when an email has been successfully sent.
  • Failed email image2020-11-11_11-6-32.png  icon - this display when the email is pending or error.