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Sending an email on behalf of another staff member

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.

 

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