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Email

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Emails can be sent from any Client Record; any email send is copied into the Client Case Notes Summary.

Navigation

  • Activity – Create Email – If the user has already selected a Client the auto filing is automatically populated.
  • Document – Document Screen –
  • Navigation – Documents – Email

How To Create an Email

Procedure: Follow the steps below to create an Email

Open the Client record and navigate to Add Email in the Activity Menu

Select a Recipient(s) to send your email to, there are four ways to do this.

  • Add Manually – This button allows the user to manually enter in an email address.
  • Add Contact – This button lists all the Clients Contacts (family and professional) that have a valid email address listed in FileVision. A list view is display, you can multi select.
  • Add Group – This button lists all the Circulation Groups available; this can be multi select.
  • Add User – This button lists all the Users, that have valid email address, this can be multi select.

When Add Manually is selected, you will be asked for Recipient Name and Recipient Email

Add Recipient Name and email address, then select Add, the name and email address will now appear

  • This can be Deleted if not correct.

Once a Recipient is added by default they will be in the normal “To” field but you can change them to a CC or BC by ticking the appropriate box next to their name

When Add Group is selected, you can send the email to any Group, this can be multi selected.

Once Add is selected the list of recipients will appear, any of these can be deleted.  Close will take you back to the Create Email screen.

Once a Recipient is added by default they will be in the normal “To” field but you can change them to a CC or BC by ticking the appropriate box next to their name

When Add User is selected, you can send the email to any current CCF user, this can be multi selected.

Select any recipient this can be multi select from this list.  Close will take you back to the Create Email screen.

Once a Recipient is added by default they will be in the normal “To” field but you can change them to a CC or BC by ticking the appropriate box next to their name

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