link in email

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link in email

Postby roelofwielinga » February 25th, 2013, 8:53 pm

It would be conveniant when an email from a know client dispays a (couple) of buttons that link to the patient. A good starting point would be when the patient editor screen pops up. Then you can start directly with answering the questions in the email.
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Re: link in email

Postby William » February 26th, 2013, 8:52 am

Hi Roelof

Thanks for the post. I am not 100% certain with what you mean exactly, but when you right click on an email within the email manager there is an option within the menu called "Related Records". This will display two links; if the email address of the sender matches an email stored within a contact or patient's record then the records name will appear as one of those links (under the Related Records). When you select that it will open that related record.

Please try this out and let us know if this is not quite what you meant.
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Re: link in email

Postby roelofwielinga » February 26th, 2013, 10:23 am

Ah yes, there it is. I have noticed it before and I couldn't find it since. My email-window is all over my inbox so I think that has blocked my (in)sight. :-)
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Re: link in email

Postby roelofwielinga » February 26th, 2013, 10:25 am

But I have another one:

In CO there is a button that displays a submenu: "create new" - "email" would be appropriate in that collection.
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Re: link in email

Postby Daniel Casserly » February 26th, 2013, 3:49 pm

Thanks for your suggestion Roelof. I have added it now to the wishlist.
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