Introduction to Email

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Deskflow has two email options that are defined by the Deskflow Administrator as system-wide settings:

Deskflow Email views with a MAPI profile (uses Outlook PST file). Used in Lotus Notes environment.

MS Outlook tightly integrated with Deskflow.

 

When Deskflow configuration settings define MS Outlook as the required email package, the following happens:

Deskflow binds itself tightly to Outlook.

Deskflow inserts buttons or icons on the Outlook toolbar that enable:

- Outlook email to be sent from Deskflow or from Outlook, with copies archived in the Deskflow database.

- Outlook Inbox email to be archived in the Deskflow database.

- Outlook Inbox email attachments to be archived in the Deskflow database.

- Outlook Inbox email resumes/CVs to create Candidate profiles in the Deskflow database.

- Audit trails of Outlook activities to be created in recipients and senders Deskflow profiles.

- Outlook Calendar synchronization of appointments with the Deskflow calendar.

 

In detail, binding Outlook to Deskflow provides these 41 capabilities:

 

#

Category

Function

1

Send Email

Send email from a Person's profile in Deskflow

2


Send email from a list of People in Deskflow

3


Send email from a list of Candidates in a Project in Deskflow

4


Send email from a list of Candidates in a Job Order in Deskflow

5


Send email from a Person's profile with a document attachment from Deskflow

6


Send email from a Person's profile with a resume attachment  from Deskflow

7


Archive sent email in recipient's profile in Deskflow

8


Archive sent email in recipient's current employer (Company) profile in Deskflow

9


Create audit trail of sent email in the recipient's profile in Deskflow

10


Select recipient's email address from multiple email addresses in Deskflow

11

Broadcast Email

Send personalized email to each person in a list, using a template in Deskflow

12


Archive sent email in each recipient's profile in Deskflow

13


Create audit trail of sent email in the recipient's profile in Deskflow

14

Reply to Email

Reply to email in Outlook, with Deskflow monitoring the activity

15


Archive email reply in recipient's profile in Deskflow

16


Create audit trail of sent email in the recipient's profile in Deskflow

17


Open Deskflow Address Book

18


Open External Address Book

19


Add Links to Activity History in Deskflow database

20


Insert attachment from Deskflow database

21


Archive Message in Deskflow database

22


Add Link to Current Company in Deskflow database

23

New Email

Open Deskflow Address Book

24


Open External Address book

25


Add Links to Activity History in Deskflow database

26


Insert attachment from Deskflow database

27


Archive Message in Deskflow database

28


Add Link to Current Company in Deskflow database

29

Receive Email

Save email in sender's profile in Deskflow

30


Save email and document attachments in sender's profile in Deskflow

31


Save email and resume/CV attachment in sender's profile in Deskflow

32


Save only email attachments in the sender's profile in Deskflow

33


Create audit trail of received email in the recipient's profile  in Deskflow

34


Create a Candidate profile from an email with a resume attachment in Deskflow

35


Create multiple Candidate profiles from emailed resumes/CVs into Deskflow

36

Address Book

Select Recipient's address from Deskflow Address Book

37


Select Recipient's address from External Address Book

38

Attachments

Import attachments from Deskflow documents/resumes/CVs or external documents

39


Import attachments from external documents location

40


Create a Candidate profile in Deskflow from an email with a resume attachment

41


Create new Address Book entry in Deskflow