Inbox Desktop Tool

The Inbox Desktop Tool is used to send or receive e-mail messages either in CGM webPRACTICE or through the Internet. The Inbox can be accessed from every menu, function, and page by clicking Inbox in the Action Column.

E-mail Set Up
Message List
Reading Pane
Compose
Search
Outbox
Inbox and the User Desktop

E-mail Set Up
Prior to using the Inbox for Internet e-mail, complete the following steps:

Set up the E-mail Integration under System, Database Maintenance Menu. This will activate your e-mail in CGM webPRACTICE.
Add an Internet e-mail address to each user account in Maintain Users under System, User Management menu.
Select the Use Internet E-mail check box in Maintain Users under System, User Management menu.
It is not required, but you can configure the e-mail message text color and formatting in Configure Colors under System, Database Maintenance Menu.

Message List
Upon accessing this function, the CGM webPRACTICE E-mail dialog box displays the list of messages in the left pane. The fields shown for each message are:

U - Urgent notification, this will be selected if the sender requires an urgent response.
R - Response-required notification, this is selected if the sender requires a response.
From - Lists the user that sent the e-mail message.
Subject - Displays up to forty characters of the e-mail subject.
Received - Displays the date the message entered your Inbox.

To view the message, click anywhere in the row containing the message.

Reading Pane

After you select an e-mail message, the details and contents of that message display to the right of the Message List.

After the message details display, you can perform the following functions:

Delete - Deletes the message currently displayed.
Reply - The Compose form displays in the left pane. It will automatically prepare to send the response to the original sender and the message box will contain the original message text. You should type your response text at the top of the message text field. When the recipient receives the message, the new text will display in the same location of the message text field that you typed it.
Forward - The Compose form displays in the left pane. Select which user you want to receive the message from the To list.
Print - Click Print to print the message. A new Internet Explorer window will open containing the data. Click File on the menu toolbar and then Print.
Close - If you want to exit the Inbox function, click Close.

Compose

You can send e-mail messages to an individual user or a group of users. You can create e-mail groups using the Maintain User Groups function under the System, User Management
menu.

Data Field Information

Search
You can search the messages in your Message List for a particular word or words.

Searching for a Message
1. Click Search.
2. In the Search For box, type the word(s) you want to find.
3. Click Search to locate any message that contains the word(s).
4. To display the message details in the Reading Pane, click the message in the list.

Outbox
With this function you can access all outstanding e-mails that contain a future 'send date'. This function was designed for situations when an employee is terminated or has resigned and they have e-mails pended for future dates. The Administrator can reset the user's password, log on and process all the e-mails in that user's Outbox.

Inbox and the User Desktop

The number in parentheses, '(1)', next to Inbox in the Action Column, reflects the number of e-mails currently in your inbox. This number is updated each time you log off and log on to CGM webPRACTICE.

If you have the Inbox selected as one of the four quadrants in the Desktop Configuration, you can access and sort the e-mails (click the column headings) right from the User Desktop. Click anywhere on the row containing the e-mail information to access the message.

You can click Refresh to redisplay the Inbox with any additional messages that may have been received since you first accessed the function.

NOTE: E-mail messages can be automatically generated from the Tasks Desktop Tool. If you assign a task and request a Completion E-mail to be sent, the message will contain the subject 'Task Completed'.