Difference between revisions of "Emails"
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===Sending Email Confirmation for Appointments=== | ===Sending Email Confirmation for Appointments=== | ||
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| + | First, you will need to set up a [https://wiki.dizions.co.uk/index.php/Standard_Letter_Templates#Creating_Confirmation_of_Appointment_Email.2FLetter Template] which will auto-populate with the client details and details of the Further Action. | ||
===Adding Shared Mailboxes=== | ===Adding Shared Mailboxes=== | ||
Revision as of 13:43, 12 March 2025
This page will demonstrate the different ways you can use emails in your system.
<PAGE UNDER CONSTRUCTION>
Contents
[hide]Introduction
Syncing User Accounts
Sending Emails from Records
Using Template Emails
Email Inbox
Receiving Emails
Sending Email Confirmation for Appointments
First, you will need to set up a Template which will auto-populate with the client details and details of the Further Action.
You will be able to access any shared mailbox you can in Outlook. To add a shared mailbox, click on your username, then click on Edit my Preferences, then click on Third Party Details. Then, type the name of the mailbox and click the Pus symbol. The shared mailbox will now appear in your Charitylog Email Inbox.
