Emails

This page will demonstrate the different ways you can use emails in your system.

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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.

Adding Shared Mailboxes

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.