Contact Journal

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Contact Journal

Postby maggie1crowley » March 24th, 2016, 12:45 pm

How do I view emails sent by another staff member in the contact journal? Currently can only view the emails I send personally but would need access to ones sent by other staff. Is there a way to switch this on??
maggie1crowley
 
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Re: Contact Journal

Postby William » March 29th, 2016, 8:19 am

Hi

Thanks for the post. You can only view emails that you are allowed access to. If you cannot see your colleague's emails this means that you do not have access to their "Inbox" and "Sent" email folders.

To enable this you will need them to login to their account right click on either the Inbox or Sent folder and select Setup Access. If the folders should be viewed by everyone then they can select the middle option "This folder is PUBLIC". If only a limit number of people like yourself should be able to view those emails then select the bottom option "The following Staff and/or Teams have access". From here they will need to select their name and click the top arrow pointing right to put their name in the "Granted Access" box and select your name and do the same. They will need to repeat this for those select few staff members.

Hope this helps.

William
ClinicOffice Support Team
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