Features of Email Messages

(available in  Standard.png Professional.png  Enterprise.png )

 

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The Email record holds the information for about an email that has been sent to a client. For information about setting up incoming email, refer to the "Setting up Incoming Email" topic. For information about setting up outgoing email, refer to the "Workstation Preferences - Email" topic in the "Spectra Maintenance" chapter.

 

email_information_screen.PNG

The Email Record

 

Email Menu and Ribbon

WHOKNEWa_sml.png WHAT HAPPENED TO THE FILE MENU?
A lot of it is distributed in the Ribbon now for greater ease of use.

email_ribbon.png

Email Menu

Email Ribbon

If you're not sure what a certain button is for, hold your cursor over the button and wait for the tool tip to be displayed. Note: Depending on how the email was created, some of the ribbon tools may not appear. For example, when you create a new completed email, the Attach File icon does not appear on the ribbon. When you open an email that was previously saved, there are a number of tools that are not available on the ribbon and there will be no option group.

Home tab

File Group
Respond Group
Clipboard Group
Options Group
Format Group
Linkage Group
View Group
New Group
Notes Group

 

Email Header Section

The Header section contains details about the email. Note that when you choose New Email, the direction is automatically "outgoing." When opening a previously saved email, you will not be able to modify most of the information displayed.

Email Body Section

The Body section shows the main body of the email. For a form letter email, you can view the merged client and/or session information or make some quick edits before actually sending. You can copy and paste information from another program into the body of the email. This is a way for you to record the details of an email that you sent or received through another program. A saved email shows the content of the original email and cannot be changed.

 

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