Cimmaron Software On Demand Technical Support

Activities created, whether an Outbound Email, Outbound Letter, Outbound Phone call, Note, Meeting, Etc.., are all part of the permanent record for your Clients, Vendors. They can be accessed, viewed or edited though the Activities tab of the Client, Vendor.

To create an Outbound Email Activity:

1. Use the Client Finder to find the client that you would like to send a letter to.  Once the client appears in the results grid on the Client Finder screen, double click on the client row to display the Client Detail screen.
2. Click on the Activities tab.
3. Click Add button and select Outbound Letter from the drop down list..
   
   
4. The Outbound Letter Activity could also be selected two differnet ways from the Client Dashboard in the General tab of the Client Detail Screen.
   1. Click email address under the clients name.
   2. Click the Add button in the Activitty summary pane.
5. The fields required to save this activity are Subject, Category, Assigned To, and Status, and these will default, but can be changed as necessary.  For instance, you may want to enter a more descriptive subject.  To do so, just type the new subject in the Subject box or select an exiting subject from the drop down box.
6. By default, the task will be assigned to you.  If you would like to assign it to another user, select the user from the Assigned To drop down list.
7. By default, the due date will be set to the current date.  If you would like to select a different date, select the date in the Due On box.  
8. If needed, enter your notes in the Text box.
9. Click the Attach button.  
10. In the Folder pane of the Select Files screen, navigate to the folder that contains the file that you would like to add.
11. Highlight the file and click Select.
    
     
    
12. The Select Files screen will close and the file will appear to the right of the Attach button. 
13. To edit, Highlight the attached file name (next to the Attach button) Right click (you can also view, print or remove the file) and select Edit.
14. Perform your editing and save.
    
    
    
    
15. To select additional files, follow steps 8 through 11.
16. Click Save.