Send Email Page

If your agency uses MS Outlook/Exchange, use this page to begin a new email message.

How to access this page

Click Client Communication on the Global Navigation menu.

Attach to Client (required)

Use this field to specify the client to whom you want to attach the new email message. If you are working on a client's account, that client's code defaults. You can either accept the default client code or search for and select a client code using the Lookup icon (magnifying glass). You cannot type a client code.

Using the Lookup icon opens the Find a Client Code dialog box at the bottom of the Send Email page. You can use this dialog box to search for and select a client. For more detailed instructions, see Find a Client Code Dialog Box.

When you use the Lookup icon to change the client in the Attach to Client field, the system updates the Email Candidates list to show email addresses associated with that client. It does not affect the data in the To, CC, or Subject fields.

Email Candidates list

The Email Candidates list shows email addresses associated with the client shown in the Attach to Client field.

For example, if the client has a contact with an email address set up in Sagitta, the contact's name and email address appear in the Email Candidates list. If you are working on a policy when you access this page and the insurer's email address is set up in Sagitta, the insurer's email address appears in the Email Candidates list.

If you use the Lookup icon to change the client code in the Attach to Client field, the system updates the Email Candidates list to show only email addresses associated with that client.

Note: Using the Lookup button opens the Find a Client Code dialog box at the bottom of the Send Email page. You can use this dialog box to search for and select a client. For more detailed instructions, see Find a Client Code Dialog Box.

You can select email addresses from the Email Candidates list to complete the To and CC fields of the email message.

To select an email address from the Email Candidates list:

  1. Click an item in the list box.

  2. Click the To or CC button to the right of the Email Candidates list.

Search File options

If the email address you want to use does not appear in the Email Candidates list, you can use the Search File options to search for and select an email address.

To use this feature:

  1. Click the file you want to search (Client, Staff, Insurer, Payee, or Bank).

  2. Click the Lookup icon next to the To or CC field.

  3. Use the Lookup dialog box to search for and select an email address.

You must select a record that shows an email address in the Email column.

To and CC fields

Use the Email Candidates list or the Search File options, described above, to complete these fields. Or, type the email address directly into the field. If you type multiple addresses, separate them with semicolons.

Addresses entered in these fields pre-fill to the MS Outlook message window (MS Outlook users).

Changing the client in the Attach to Client field does not affect the data shown in the To and CC fields.

Subject field

If you are working on a client when you access this page, the client's name pre-fills. If you are working on a policy, client and policy information

Changing the client in the Attach to Client field does not affect the data shown in the Subject field.

Buttons

Click

To

Email

Email opens to the addresses shown in the address fields and ...

  • ... if you were previously in a client, you are redirected back to the client you opened.

  • ... if you were previously on a policy, you are redirected back to the policy you opened.

  • ... for all other pages, you remain on the Send Email page

Quit

Clears the fields on the page.