Email Integration – Incoming Mail
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.
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
Viewing Incoming Messages in RxWorks
You can review a list of all client email that has been received from your external email client, and resolved to an RxWorks client record.
Use the RxWorks Email Manager to see the full list of emails, as well as the email content. You can also view a client email directly from the “Client Work Area”.
Navigate to the incoming messages list
To view the full list of emails and their content:
- Navigate to the RxWorks Task Panel.
- Select ‘Email Manager.’
- Select ‘Incoming Messages.
About The Incoming Messages List
The Incoming Messages list shows a list of recent emails received and attached to client records.
Viewing Individual Email Message Content
Double clicking the subject line of each email message will open the email for review. Here you will see the email message presented in much the same format that you would be familiar with in any email program.
Viewing Email Message Attachments
Email attachments are automatically extracted from the email and saved in the client record as a client attachment. Clicking on the blue text will open the attached file. You can also open the attachment from the client record by clicking on the attachments button in the “toolbar”.
Viewing Messages On The Client Record
You can view emails sent to you from your clients directly from their client record. All communication between you and your client is stored in the client “communication section”.