Web:Organization Email: Difference between revisions
Jspenceratty (talk | contribs) Created page with "==General Information== The Organization Email system allows your organization to use one or more email addresses that can be used to send and receive emails from applicants/..." |
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The Organization Email system allows your organization to use one or more email addresses that can be used to send and receive emails from applicants/clients. The use of this system can protect individual staff member's email addresses while still allowing for email communication between the organization and applicant/client. | The Organization Email system allows your organization to use one or more email addresses that can be used to send and receive emails from applicants/clients. The use of this system can protect individual staff member's email addresses while still allowing for email communication between the organization and applicant/client. | ||
With each | With each email address, security may be applied to allow particular staff the use of that email address. Organizations may use separate email addresses for various groups within the organization, such as intake, particular units, offices, etc. As a result, a staff person can only use the email address(es) for which they are approved. | ||
Incoming email may be copied to a case, including case notes, forwarded (by Internal Message or Email) to staff, or responded to. Once an organization's policies are followed relating to incoming email, the email may be marked as completed. Spam or junk email may deleted. | Incoming email may be copied to a case, including case notes, forwarded (by Internal Message or Email) to staff, or responded to. Once an organization's policies are followed relating to incoming email, the email may be marked as completed. Spam or junk email may deleted. | ||
==Sending Email== | |||
==Receiving Email== | |||
===Copy To Case's Email=== | |||
===Copy To Case's Case Notes=== | |||
===Forward Email=== | |||
===Respond To Email=== | |||
===Mark as Complete=== | |||
===Delete=== | |||
==Setup And Administration== | |||
Revision as of 20:52, 26 October 2021
General Information
The Organization Email system allows your organization to use one or more email addresses that can be used to send and receive emails from applicants/clients. The use of this system can protect individual staff member's email addresses while still allowing for email communication between the organization and applicant/client.
With each email address, security may be applied to allow particular staff the use of that email address. Organizations may use separate email addresses for various groups within the organization, such as intake, particular units, offices, etc. As a result, a staff person can only use the email address(es) for which they are approved.
Incoming email may be copied to a case, including case notes, forwarded (by Internal Message or Email) to staff, or responded to. Once an organization's policies are followed relating to incoming email, the email may be marked as completed. Spam or junk email may deleted.