Email Options tab

About the Email Options tab

Available to: all roles, when your company has the QB Courier extension.

On the Email Options tab you choose who the email comes from and who receives it. You can also pick a field that Courier updates after it sends. The tab has two panels: Sending Email Options on the left and Email Options on the right. See Create or edit a configuration.

Sending Email Options (From)

From email (required) sets the address the email comes from:

Option	What happens
Use qbcourier@quickbasetools.com	Courier sends from its shared sender address. This is the default for new configurations.
Use your own mailserver	Courier sends through one of your mail servers, which you pick in Mail server.

When you pick a different option, the configurator asks Are you sure you want to change sending email option? Select Yes. The change is saved right away, and you see Email Status updated!

With Use your own mailserver, you also see:

Mail server (required): the mail servers you've added, shown as server - display name. To add one, see Mail servers.
Mail server display name field (optional): a field whose value is shown as the sender's name, instead of the mail server's email address.
Email address field: shown only when the selected mail server is set to send from an email address on the record. Pick the field that holds that address.

Email Options (recipients)

Setting	Required	What it does
Email field	Yes	The field with the To address or addresses. Separate several addresses with `;`. If the field is empty for a record, Courier skips that record.
Update field	No	A date/time, date, or text field that Courier fills with the date and time each email was sent. Choose None to skip this.
Update datetime in QuickBase application timezone	No	Writes the Update field in your Quickbase app's time zone. When it's off, Courier uses US Eastern time (EST/EDT).
I acknowledge these emails may send outside Quickbase	No	Confirms that you understand emails from this configuration can go to people outside your Quickbase app.
BCC email	No	Fixed BCC addresses, separated by `;`.
BCC email field	No	A field with BCC addresses for each record.
Reply to	No	Enter a Specific Email Address or Use an Email Address from a field on the record. Then fill in Reply to email address or Reply to email field.
Copy email	Yes, in Test Mode	Fixed CC addresses, separated by `;`. In Test Mode, the sample email goes here.
Copy email field	No	A field with CC addresses for each record.
Copy email from related table	No	Also CC addresses stored in a related (child) table. See Copy email from a related table.

CC is Copy email, Copy email field, and the related table combined. BCC is BCC email and BCC email field combined. For how Courier handles recipients and invalid addresses, see Email recipients and update email sent datetime.

Check Copy email from related table.
In Related table, pick a child table of the configuration's table. If the table isn't related, you see Please select a table that is related.
In Selected field, pick the field that stores the email addresses.
Optionally, enter Query criteria to choose which child records to use, for example {'8'.EX.'Yes'}.

For each emailed record, Courier adds the addresses from all of its matching child records.

Test Mode

If the configuration's Status is Test Mode, Copy email is required. If it's empty when you save, an alert asks you to add it. In Test Mode, the sample email goes to the Copy email address as both To and CC, and no BCC is sent.

Save

Select SAVE AND NEXT (UPDATE AND NEXT when editing). When the save succeeds, you see Email options saved successfully, and the Email Message tab opens.
Select Back to return to the Configuration tab.