Auto Emails
Eurekaware will automatically generate emails for any ActionPlan Task that is specified with an 'Email' action and where the Auto Email box is checked. EurekaWare will check for these emails every time Outlook is started. If you do not wish to automatically send emails do not check the Auto Email check box in ActionPlan Templates or ActionPlan Tasks. If you would like to review emails before they are sent you can change your email settings to prevent Outlook from automatically sending any emails. To do this, select Options from the Tools menu in Outlook and uncheck send immediately checkbox found in the Mail Delivery/Mail Setup tab. If you do this all emails generated by EurekaWare will sit in the Outbox until you click send and receive.
Auto Appointments (new in Version 3.1)
Eurekaware will automatically create appointments for any ActionPlan Task that is specified with an 'Appointment' or 'Visit' action and where the Auto Appointment box is checked. The appointment will be created when the ActionPlan is assigned ot the contact. The appointment date will be based on the date values specified in the ActionPlan Template. If you do not wish to automatically create appointments do not check the Auto Appointment check box in ActionPlan Templates.
All non-email ActionPlan tasks will be treated like regular tasks in Outlook. You will be reminded when they are due and you can take action accordingly.
You can manually convert any ActionPlan Task into an email by changing the action to email and clicking the 'Generate Email Now' button.
You can manually create an appointment for any ActionPlan Task that has an action type of Meeting, Appointment or Call. When you click the 'Create Appointment' button, EurekaWare will create an appointment in your Calendar with the Start Date set to the Due Date.
You can regenerate the Document that was generated from the Document Template specified in the ActionPlan Details section at anytime by clicking regenerate document. This will recreate the document using the latest data in the contact record. This is useful if yo have recently changed contact details.
Back To: Action Plans
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Last Modified: 9/6/2008 12:09:00 AM
