Sending an Email
Actions -> New Email
It is possible to link a project and/ or contact in practically all aspects of BaseNet. This also applies to Email. Linking your outgoing Email to a project and contact(s) results in being able to access those easily in the future. In addition you can compose a new Email from within anywhere in BaseNet, meaning that you do not necessarily have to go to the inbox to do so.
By using the Email icon from within a contact’s window (Rolodex card) a new Email is being composed which is automatically linked to that contact.
The purpose of the button shown in the illustration bellow is to compose a new Email.
This button is not available from the search screen. If you wish to send an Email from the search screen this can be achieved by moving the cursor towards “Actions” and subsequently choosing for Email by clicking on it.
Project
Here a project can be linked. It is possible to search for parts of a name or to search for a project numer/ ID.
Contact
Here the Email recipient’s contact (Rolodex card) can be linked. After having sent the Email, the Email will be listed in the contacts history.
Templates
It is advisable to make use of templates. Templates can retrieve information from BaseNet’s system and make the creation of documents more efficient and convenient.
Sending
After clicking send in the Email window, there are additional options which can be opted for before the Email is actually sent:
Bellow is a short summary of those options:
Save in the ‘Sent’ folder: automatically saves the Email to the Sent folder when the outgoing Email has been sent. Archive: archives the concerning Email to a linked contact and/ or project after the outgoing Email has been sent. As a result the Email will be listed in the contact’s history and/ or project. Client portal share: this option only applies if you have acquired the Client Portal service. By checking this box you automatically publicize the Email towards your Client Intranet. Your designated contact now has direct access to the Email. Confirmation: makes sure that the receiving party receives a request to send back a confirmation that they have opened the Email, implying that the Email has been read. Printing the Email after sending: this component only works if the “printing Email after sending” setting has been enabled. For more information regarding this option consult the Personal Settings page.