Email

1. Start by selecting the person or persons you’d like to communicate with.
   • People can be selected from several different sources, whether it be in the roster, inside an object/role/team on one of the Dashboard’s tabs, or even through the search feature.
2. Continue by clicking the email icon. 
3. A communicate dialog will appear allowing you to continue adding people before you continue to send it.
   • At this point it’s possible to drag and drop more people into the email before you begin.
4. To start sending your email, press the “Continue” button in the bottom right-corner of the Communicate dialog. A compose email dialog will appear.
5. At the top of the email compose you can specify the e-mail subject.
   • In order to ensure the email won’t be sent to a spam or junk folder, the email subject cannot be less than 16 characters, or longer than 255 characters, and must contain at least three words.
6. Below the subject input box is the e-mail body editor where you can customize the body of the e-mail sent to your recipients . You’ll find different options to edit/modify your compose email.
   • To insert/edit image (such as a logo)
     • Start by clicking on the insert/edit image icon  in the email editor toolbar.
     • A insert/edit image window will display. To upload an image click on upload image icon  next to the source box.
     • Select the image you would like to upload from your computer. When you are done uploading the image press “Ok” to continue.
   • To attach one or more files
     • Start by clicking on the attach file(s) icon  in the email editor toolbar.
     • Select the file(s) you would like to attach to your email. When you are done uploading the file(s) press “Ok” to continue.
     • You’ll find the attach file(s) uploaded at the bottom of the compose email dialog. If you would like to remove the file(s) click on “Remove” to remove it.
   • To insert a link
     • Start by clicking on the insert/edit link icon  in the email editor toolbar.
     • An insert/edit link window will display. To insert/edit the link copy the link into the Url box.
     • After attaching the link you’ll need to fill out the Text to display box and then press “Ok” to continue.
   • To make the font larger
     • Start by clicking on font size and increase to 12pt.
     • If you would like to increase font size before sending (larger than the 8pt by default), and you have already typed or copy/pasted the body of the email. Highlight the entire body of the email to increase/decrease font size.
   • To personalize the email (it will include a first or last name before the body of the text)
     • Type the following for first and last name: Dear {CONTACT_NAME}, 
     • Type the following for only first name: Dear {CONTACT_FIRST}, 

       

7. You can type what you’d like to send to the other participants in the e-mail editor/body area.Emails are stored in the history for later reference

   

   • To create a template
     • After using the email editor to compose your email. Press “Create template” to save the body as a new template.
   • To load a template
     • When you are at the point where you have added all the people you would like to send the message. Press “Load Template” to show the list of templates available.
     • Select the template you would like to send and press “Continue.
     • Press “Send E-mail” to send the selected template.

       

Receiving Replies

Replies to e-mails sent from ReadyOp are sent directly to the e-mail address configured in your user profile. For information on configuring this e-mail address see User Profile.