Sending an email on behalf of another staff member

You can use the Send Email(s) window to send an email on behalf of another staff member.

1. Right click on a grid and select either Email Record or Email all Records.

   The Send Emails(s) window is displayed.

   

2. Update the fields as required.
3. Click .

   The Email Authentication window is displayed.

   

4. If you are sending the email on behalf of another staff member:
   • Click .

     The Staff Search window is displayed.

     

   • Search for the staff member.
   • Click .

   Note: For configuration details, see OverrideSenderText configuration setting in the System maintenance manual.

5. Click .

   The record or records are sent to the email recipient.

   If you are sending the email on behalf of another staff member:

   • text is inserted at the start of the email
   • the other staff member will receive a copy of the email.

Last modified: 5/05/2017 11:45:44 AM

© 2017 Synergetic Management Systems. Published 20 July 2017.