Web:Organization Email - Revision history

Jspenceratty: /* Respond To Email */

2021-10-27T13:50:15Z

Respond To Email

← Older revision		Revision as of 13:50, 27 October 2021
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	====Respond To Email====		====Respond To Email====

	If you wish to respond to the incoming email, type the message in the "Respond to Email" box. ~~If you want~~ to ~~add~~ the sent email ~~to a case's email, choose it in the "Associate with" box~~. Press the "Send Response" button to send the response.		If you wish to respond to the incoming email, type the message in the "Respond to Email" box. Choose the case to associate the response. This is required to track this sent email. Press the "Send Response" button to send the response.

	====Mark as Complete====		====Mark as Complete====

2021-10-26T22:59:49Z

Organization Email Admin Access

← Older revision		Revision as of 22:59, 26 October 2021
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	===Organization Email Admin Access===		===Organization Email Admin Access===

			This form operates much like the standard Organization Email form that staff would use, with the exception that it will also show Completed and Deleted emails. This allows an administrator to see emails which have been marked as completed or deleted.

2021-10-26T22:58:49Z

Organization Email Setup

← Older revision		Revision as of 22:58, 26 October 2021
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	===Organization Email Setup===		===Organization Email Setup===

			Use the green form to enter a new organization email. Some email systems may require an application password for use.

			You should enter all the values related to incoming and outgoing settings.

			If you want emails sent to have a standard email header and footer, you can enter those in the appropriate boxes. Use the formatting items to change the look of those.

			Check the "Enabled" if you want the email to be usable. Check "Everyone Approved" if you want all staff to be able to use this entry.

			You can have multiple entries--multiple email addresses. Each can have different settings.

			To edit an existing email, find it below the green form and press the "Edit" button at the end of it to open it for editing. Make your changes and then click the "Update" button to save your changes. To select staff who may use the email, choose them from the dropdown under the "Approved Staff" section.

			To test the setup of an email, type an email address in the box and click the "Test Email Setup" button.

	===Organization Email Admin Access===		===Organization Email Admin Access===

2021-10-26T22:54:09Z

Setup And Administration

← Older revision		Revision as of 22:54, 26 October 2021
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	==Setup And Administration==		==Setup And Administration==

			Administrators have two options available to them from the Administration menu (Organization Email section):

			===Organization Email Setup===


			===Organization Email Admin Access===

2021-10-26T22:52:47Z

Delete

← Older revision		Revision as of 22:52, 26 October 2021
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	====Delete====		====Delete====

			An email may be deleted. Note the reason for the deletion and press the "Delete Email" button. This will remove the email from the list of emails.

	==Setup And Administration==		==Setup And Administration==

2021-10-26T22:50:59Z

Mark as Complete

← Older revision		Revision as of 22:50, 26 October 2021
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	====Mark as Complete====		====Mark as Complete====

			Once you have finished with an email, you can mark it as completed. Include a note in the "Completed" box as that note will be kept with the email. Click the "Mark Complete" and the email will no longer show up in the list.

	====Delete====		====Delete====

	==Setup And Administration==		==Setup And Administration==

2021-10-26T22:49:28Z

Respond To Email

← Older revision		Revision as of 22:49, 26 October 2021
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	====Respond To Email====		====Respond To Email====

			If you wish to respond to the incoming email, type the message in the "Respond to Email" box. If you want to add the sent email to a case's email, choose it in the "Associate with" box. Press the "Send Response" button to send the response.

	====Mark as Complete====		====Mark as Complete====
	====Delete====		====Delete====

	==Setup And Administration==		==Setup And Administration==

2021-10-26T22:47:35Z

Forward Email

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 ====Forward Email====
 ====Respond To Email====
 ====Mark as Complete====

2021-10-26T22:40:26Z

Copy To Case's Case Notes

← Older revision		Revision as of 22:40, 26 October 2021
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	====Copy To Case's Case Notes====		====Copy To Case's Case Notes====

			To copy an email to case notes associated with a case, search for the case in the box. You can type the case number, the last name of the client, or the last name followed by a comma and the first name. As you type, the list of possible cases will be shown. Choose one of the items from the list to select it. Once a case is chosen and its case number and the name of the client are shown in the box, click the "Copy" button. If successful, a note should appear next to "Actions" indicating it was copied.

	====Forward Email====		====Forward Email====
	====Respond To Email====		====Respond To Email====

2021-10-26T22:38:53Z

Copy To Case's Email

← Older revision		Revision as of 22:38, 26 October 2021
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	To copy an email to emails associated with a case, search for the case in the box. You can type the case number, the last name of the client, or the last name followed by a comma and the first name. As you type, the list of possible cases will be shown. Choose one of the items from the list to select it. Once a case is chosen and its case number and the name of the client are shown in the box, click the "Copy" button. If successful, a note should appear next to "Actions" indicating it was copied.		To copy an email to emails associated with a case, search for the case in the box. You can type the case number, the last name of the client, or the last name followed by a comma and the first name. As you type, the list of possible cases will be shown. Choose one of the items from the list to select it. Once a case is chosen and its case number and the name of the client are shown in the box, click the "Copy" button. If successful, a note should appear next to "Actions" indicating it was copied.

	[[File:Screen Recording 2021-10-26 at 5.35.59 PM.mov]]		[[File:Screen Recording 2021-10-26 at 5.36.51 PM.mov]]

	====Copy To Case's Case Notes====		====Copy To Case's Case Notes====