One of the best features of NimbusQL is the ability to schedule emails, similar to a saved search/report email, for a saved query.

Schedule Email

To create a scheduled email, write and save a query or load an existing query.  Then, follow the below steps:

1. Click the Schedule Email button
   • Note: the blue numbered badge indicates how many schedules currently exist for this query
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2. On the Schedule Email page, you can either choose to edit an existing schedule from the list at the bottom, or click Create New Scheduled Email. For this example, we will create a new schedule
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3. The Create Schedule Email page shows the Source Query that this schedule will be connected to
4. Enter a Name for this scheduled email
5. Choose the Recurrence, such as Daily, Weekly and Monthly.  Each option has different parameters, such as Repeat every Monday, Wednesday, Friday, etc
6. Choose the Start Date, and Start Time.  Optionally, enter an End By date
7. Click Next
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8. On the final page, configure the final email parameters.  First, choose the Email Sender from the list of employees
9. Optionally, set an Email Subject.  This is auto-populated by NimbusQL, but can be changed
10. Add a recipient by employee record.  This will allow you to choose any Employee.  Choose the employee and click Add Entity
11. Add a recipient by email address.  You can enter multiple email addresses at once, separated by commas.  Enter the Email Address(es) and click Add Email
12. From the recipient sublist, optionally set if any recipient should be CC or BCC.  Note: Due to NetSuite restrictions, there must be at least one To for every 9 CC/BCC.
13. Click Save
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14. You can continue working on your query or navigate to the scheduled email list by clicking View your scheduled email here
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15. The Scheduled Emails list shows all of the scheduled emails in the system, along with Last Run Time, Next Run Time, etc.  To edit any schedule, simply click the Schedule Name on the schedule row you would like to edit.  This will bring up the schedule configuration and allow you to make edits accordingly
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