E-mails

e-mailsSending an E-mail
E-Mails in PPS are part of the PPS Activities system. You can send E-Mails directly from within PPS. This is dependant upon your computer being configured to either use Microsoft® Outlook, Oulook Express or your Direct SMTP settings to send e-mails.

To send an e-mail, either select the option from the PPS Menu: > Activities > Send an E-Mail, or click on Send an E-Mail on the PPS Task Bar. The 'Send an E-Mail' screen allows a PPS user to select either a client (the client you are currently working with is automatically selected) a third party, or an anonymous contact. You can type in the subject and body of the e-mail message in the first instance,along with attaching a document to the e-mail. Like all PPS Activity records, the e-mail can be scheduled to send later if required by setting the due date/time, along with a specific practitioner or group to be notified.

Recipients and Templates
If a client has a third party assigned, on the drop down menu on either of the 'To' or 'CC' e-mail address box, then the third parties e-mail details are also selectable.

Activity templates can be optionally setup for e-mails within PPS, which can include Merge Fields, and are often used for appointment booking confirmations and reminders, along with producing mass mailshots and follow up appointment reminders.
 

Related Articles
Sending a Message
Viewed 625 times since Fri, Oct 8, 2010
Archived Activities
Viewed 594 times since Tue, Nov 9, 2010
Creating a Personal Action
Viewed 537 times since Fri, Oct 8, 2010
Mail Merge
Viewed 553 times since Tue, Dec 6, 2016
SMS Text Message
Viewed 766 times since Wed, Dec 22, 2010
Telephone Calls
Viewed 616 times since Tue, Dec 21, 2010
Exporting Client E-Mail Addresses
Viewed 294 times since Tue, Dec 6, 2016
Client Contact Note
Viewed 942 times since Mon, Dec 20, 2010
Using The Activities List
Viewed 616 times since Fri, Oct 8, 2010
Sending an E-Mail
Viewed 676 times since Fri, Oct 8, 2010