In addition to the powerful modules and core features,
People-Trak provides a variety of productivity tools that
enable you to accomplish daily tasks quickly and more efficiently
and to improve your visibility within the organization
Email features are included in People-Trak to allow you to send email to and from a variety of sources. You can send email in the following ways.
For all email features except those related to alerts, the Email Message dialog is displayed. This dialog is used to capture the information necessary to send single or group emails. A sample is shown below.
- Send Email to the Current Record
- Send Email to the Current Group of Records
- Email Documents from the Document Viewer
- Distribute Emails from Alerts
Attaching Email to Notes:
If you have licensed the Attachment feature to be used with notes, you can cause the email and any attached file to be added to the notes for that record.