The Send Email(s) window is always displayed when you email from a grid.
Depending on how Synergetic email is set up at your organisation, you may also see this window when you click on the email icon
to start email.
Example of sending an email
- Right click on a grid.
- Select Email Record... or Email All Records...
The Send Email(s) window is displayed.
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- Update the fields as required.
- Click
.
The Email Authentication window is displayed. See Email Authentication window (on page ). - You can:
• Click
to configure your email settings. See Using the Email / SMS Configuration window in the System maintenance manual.
• Click
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to send the email on another staff member's behalf. See Sending an email on behalf of another staff member (on page ).
• Select to send a copy of the email to yourself, with or without a list of recipients. - Click .
The email is sent to the recipient.
Send Email(s) window key fields and buttons
Compose Email area fields
Field | Description | |||
|---|---|---|---|---|
Merge Fields | Double click a merge field to add it at the cursor's current position. See Using merge fields in emails and SMS messages (on page ). | |||
To | Recipients of the email. This is either:
| |||
CC | Email address of others whom you want to send a copy of the email to. | |||
Subject | Summarise the reason for sending the email. | |||
Msg Type | Whether the message is sent as:
| |||
Classification | Select the document classification from the drop-down list. See Communications Maintenance - DocMan tab in the Development manual. | |||
ID Field to Use | If several ID fields are available, select which Synergetic ID field to use as the recipient. | |||
Enable Field Merging | Select to include merge fields to personalise each email with the recipient or student's name. See Using merge fields in emails and SMS messages | |||
Send to Parents | Select to send the email to the parents or guardians of the listed recipients. See Sending emails from a grid (on page ). | |||
Select Signature | Select which signature to use on this email. See Maintaining email signatures (on page ). | |||
Use template | Select a template to use for the Email. To add, edit or delete templates. See Maintaining email templates (on page ). | |||
Message | Enter your detailed message in the body of the email. |
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Buttons
Button | Description | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Edit the list of people who will receive the email. If there are multiple recipients, you can:
| |||||||||
| Preview the HTML message if the Message Type is HTML Raw (including tags) selected. | |||||||||
| Manage the files attached to this email. See Attaching files to emails | |||||||||
| Add, edit or delete email signatures. See Maintaining email signatures (on page ). | |||||||||
| Add, edit or delete email templates. See Maintaining email templates (on page ). | |||||||||
| Load an HTML file to populate the message field. | |||||||||
| Open the Email Authentication window to send the email to the recipients, along with any attachments. See Email Authentication window |
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