Working with Communication Client Email Workflows
| Article Index |
|---|
| Client Email Communications (Workflow) |
| About the Client Email Workflow |
| Summary of Wokflow Settings |
| All Pages |
The Client Communication Workflow
RxWorks Email Integration allows users to ‘talk’ to IMAP capable mail services such as Gmail. This is a great way to keep track of communications sent to you from your clients by archiving email into the program.
By synchronizing with your external email account, RxWorks can ‘read’ the sender address and download the email message directly to the client record.
Email Integration stores text and attachments directly into your client records. This saves you the time spent extracting text and file attachments from emails & manually transferring them into RxWorks.
RXWORKS EMAIL INTEGRATION
- Is not a replacement for your existing email client such as Outlook, Outlook Express, and ThunderBird.
- Does not support POP3 communication.
- Is not a tool for managing regular emails like those received from suppliers, other practices etc.
Email setup and management can sometimes be very confusing. It is important to understand what this email integration feature does, and does not do. This way you can reap the benefits of quick & easy integration as well as accessing your regular external email the way you always have.
