E-mail

ConsolQ has an integrated email system that permits the following email transactions:

1. ConsolQ can email a Custom Form, a Service Note or a file to any email address including another ConsolQ system.

2. ConsolQ can receive emails

System configuration for email

In order for ConsolQ to send and receive emails you need to install the email server and configure it.

See System/ConsolQ Settings for configuration.  www.wheresmary.com.au for installation notes.

To send an email from ConsolQ

Create a call and choose a task

You can email a service note or an attached file simply by choosing the email box beside the item

You can create a new service note and email it.

You can email a custom form. Simply select  the custom form and then 'Email this document'.

Email Transfer. Select Recipient.

The default single email address is the client linked to the call, assuming a valid email address is configured in client details.

Email groups can be created by clicking on the Clients button in the top menu, then Configure/Edit Email Groups. A group can consist of one or more addresses.  Configure your common email recipients as groups.

To add users to the notification list, click on the “Add New” link.

If you have a pre-defined group, you can select this using the select group option and clicking on “Submit”

If you would like to create a new group, enter the name of the group you wish to add and then click on “Add”.

Alternatively you can select a single user out of the address book by entering part or all of their details into the search fields. 

A list of members of your group will be shown:

You can edit members of your group by clicking on the “Edit” button next to each member of the group.

To add a member to your group, use the “Search address book” option to search for someone in the email system (eg. Groupwise) list or manually add them using the “Add member” option.

Once you are happy with your group, select the “Add group to change” to add the group to the change notification list for that change.  You will be returned to the change summary screen.  If you wish to bail out without adding a group, click on the “Back to Change” link.

The call screen has summary information regarding email transfers. For more detail go to Audit trail.

The call screen will show a summary of all outgoing and incoming communications as well as tasks etc.

Receiving emails

When ConsolQ has received an email an email icon will appear in the left hand menu box at the top of the screen.   Clicking on the icon takes you to a general email review list.

The Red dot deletes an email.  If you wish to log one of these messages as a call simply check the "Generate new call" box, enter a service note, existing call ID if known and click SUBMIT.  Caller will be created automatically based on the email address.  Once the call has been created you can edit caller details as required by clicking on the client link. The incoming email subject and text will populate the primary service note information. Add a subject, tasks etc  as necessary.