Related Email

Create Related EmailWhen you are in the Read Email, Do Task, Read Note, or Attend Appointment screens, you can choose to create a new email that is related to the current Aero. Click on the screen menu and choose Create Related Email.

A new tab will open with a Compose New Email screen. The fields will all be auto-filled with information from the original Aero You can change any information you want and continue as usual with the process of Creating a New Email. The screen will look exactly the same – except there will be no timer running Send button options(since the timer will still be running on the original Aero). Instead there is a green Send button. When you are done creating the Related Email, you can click the send button to see your options:

  1. Save & Send – Save the email to the client’s Aero list, mark it as Complete, and send it. The tab will be closed and you will be returned to the original Aero.
  2. Defer & Save – Save the email as a draft and mark it as Deferred. The draft will appear on your Aero list as an orange envelope. The tab will be closed and you will be returned to the original Aero.
  3. Delete Draft – Delete what you’ve written. Nothing will be saved, the tab will be closed and you will be returned to the original Aero.

 

If you Defer and Save, and then accept it or edit it, the new Related Email will look just like just like any other email, except that it will have a Related Aero tab at the bottom. The Related Aero information will not appear on any outgoing emails.

Click on the tab to see information about the originating Aero.

Related Task Tab

If you Save and Defer the originating Aero, and click to open it again or look at it in Edit Mode, you will see a new tab call Related Aeros. You can create multiple related Aeros from one Aero (for example, you can create a Related Task and also a Related Email), and they will all appear in this grid.

Related Aeros Grid

Updated on December 6, 2016

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