User rights
The user rights shown below need to be enabled in order to view Email Types.
Email Types
Specifies an identifier for different email types.
This window displays the current list of defined email types. To locate an existing email type, enter the name (or partial name) in the dialogue box and select the SEARCH button. All matching results will display.
Creating a new Email Type
Select the NEW button to create a new email type. The following window displays:
Fill out the following fields:
- Name: Enter free text Name in the dialogue box (max 100 characters).
- Priority: Enter the priority number of this email type.
- Active: Select Active if the email type is to be used.
- Default: One of the email types should be default.
Once the parameters are defined, select the SAVE button. The information is committed to the database and the new entry appears in the existing list of items. To discard a new item prior to save, select the CANCEL button. The information will be removed and the window closed.
Editing an existing Email Type
Once a email type is added to the list, it can be amended. Indicate the email type(s) to be amended by selecting the checkbox to the left of the email type name and select the EDIT button. The email type details appears in a new window and can be edited as required. If more than one email type is selected then each item appears in a separate window and can be edited. Once the required amendments have been made, select the SAVE button to commit the changes to the database.
Copying an existing Email Type
A email type can be copied to create a new email type. Indicate the email type that is to be copied by selecting the checkbox to the left of the document name and select the COPY button. The EDIT dialogue window displays and the new parameters can be entered. Once the parameters have been defined, select the SAVE button to commit the changes to the database. To discard a new item prior to save, select the CANCEL button. The information will be removed and the window closed.
Deleting an existing Email Type
Click the email type that is to be copied by selecting the checkbox to the left of the document name and select the DELETE button. The email type is removed from the database type and is no longer visible in the list of available types.