Send Email Dialog Box

Use the Send Email dialog box to compose and send email messages to employees or contacts, to send emails to all users when you need users to log off Vision for routine maintenance, and to send Vision reports as email attachments.

Location

To display the dialog box, complete the following steps:

Select one of the following options:

Click an Email option on the Info Center toolbar.
Click Actions > Email Users on the User Activity toolbar in the Utilities application.
Click Email on the Reporting grid toolbar or click the Email Report option on the Preview page in the Reporting application.
Click Schedule Analysis on the Multicompany Analysis dialog box in Utilities > Advanced Utilities > Multicompany Analysis.

Contents

Field	Description
To	Info Center If you are sending an email message to one person, the email address for the employee, contact, or lead displays in this field. `Vision` uses the email addresses from the corresponding record. (You enter an email address on the General tab of the Employee, Contact, or Lead Info Center.) You can enter additional email addresses in this field. User Activity Utility This field is blank. Do not enter anything in this field. Reporting You can enter email addresses in this field.
CC	Enter email addresses for the people to receive a copy of the email message.
BCC	Info Center If you are sending an email message to more than one person, the email addresses for the employees, contacts, and leads display in this field. `Vision` uses the email addresses from the corresponding records. (You enter an email address on the General tab of the Employee, Contact, or Lead Info Center.) You can enter additional email addresses. User Activity Utility The email addresses of all users currently logged in to `Vision` display in this field. Reporting You can enter email addresses in this field.
Subject	Info Center Enter a subject line for the email message. If you chose to create an activity, the subject that you entered on the Create Activity dialog box displays in this field. User Activity Utility The subject display as: Users logged into `Vision`. Reporting The name of the report that you are sending displays as the subject.
File Type	Select the type of file to attach to the email: Adobe PDF, Rich Text Format (RTF), Microsoft Word Document, Microsoft Excel Spreadsheet, Tagged Image File Format (TIFF), and Comma-separated Values File (CSV), XML, HTML, HTML link to report output. When you select HTML link to report output, `Vision` inserts the following in the email or notification body: Please click the link to view the [reportlink] report. This report will be available for viewing for [savetime]. The user can type in the body to change the message. The [reportlink] and [savetime] placeholders are replaced with the link and time when the message is sent.
Archive Hours	This field displays if the selected file type includes a link. You must schedule a report in order to archive it from this dialog box.
Message	Info Center Enter your email message. Click Edit to use the Text Editor to enter information. User Activity Utility The message displays as: Please log off `Vision` for routine maintenance. Reporting Enter your email message. Click Edit to use the Text Editor to enter information.
Attachments	Click this button to attach a file to be sent with the email message. When you click this button, the Send Email dialog box expands to display an attachments grid. Use this grid to attach files.
Insert	In the Attachments grid, click this option to attach a file to the email. When the Windows Choose File dialog box opens, use it to search for and select the file that you want to send with the email message. After you select a file, the filename and path display in the Attachments grid.
Delete	In the Attachments grid, select the row in the grid that contains the attachment that you want to delete and then click this option. The file is removed from the grid and is not included as an attachment when you send the email.
File	This field displays the name and path of the file that you selected to send with your email message.
Send	Click this option to send the email message and close the dialog box.
Schedule	Click this option to open the Schedule dialog box. You can run the report and send the email at a later time, or set a recurring schedule.
Cancel	Click this option to close the dialog box without sending the email.
Help	Click this option to display online help.