User Manual

Search Email Schedule

A search email schedule page helps a user to search follow up emails for a particular client and program. The page also provides option to edit or delete follow up email from searched result. 

Click Search tab to search an email schedule and the following screen appears.

Follow up email 2

Search Email Schedule Screen

The page displays a search criteria based on which one can search a particular email schedule. An email schedule can be searched on the basis of selected criteria i.e. Client Name or Program Name or both.

The page also displays a grid containing all the existing email schedules from where one can edit or delete a particular email schedule.

Edit Email Schedule

Click  icon to edit a particular location and the following screen appears.

Follow up email 3

Edit Email Schedule screen

Once, the changes are made click Update Button button or click Canned Response Cancel buton button to cancel the process. On clicking update button the following confirmatory message appears.

Message Box screen

•Click OK button to update the email schedule.

 

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