Email Manager

Emails Inbox

The Emails Inbox feature is an integration with Outlook, which allows you to access and process your emails from within Charitylog. To get started, a System Administrator will need to request the feature is enabled by our Support Team. Once enabled, each user will need to authorise their Outlook account within Charitylog.

Syncing

1) Contact support@dizions.co.uk or call 03332225957 and request our support team enable the email integration for your system. Please quote your account number, located under the question mark in the top right hand corner of your screen.

2) Authorise your Outlook account within Charitylog. Each individual user will need to select their username in the top right hand corner of the screen and select Edit My Preferences.

Next, select the 3rd Party Details section and click the Sign in with Microsoft button.

3) This will be followed by the Microsoft sign in page. This should only be required once for initial set up.

How to use the Emails Inbox

You will find the usual filters appear at the top of your Emails Inbox, as well as buttons to Delete, Archive, or mark emails as read. The left hand menu will list your Email Items and the individual folders within them. Your emails will be listed within the centre of the page.

You can select the email to drop it down and read the full body of text.