Goals:

  • Save notes and send emails.
  • Manage email contacts.
  • Create predefined text for use in emails.
  • How to effectively associate emails/journals.
  • Manage email attachments by saving and opening.
  • Understand how to search for notes and emails.
  • Know the parts of the main email tab.

 

Watch:

Using the Journal Entry Screen (2:48)

 

Read:

Predefined text

Creating a Signature

Adding a Note in a Journal

Do:

Assignment #1: Send an email and save a note to a job.

Assignment #2: Create a signature.

Assignment #3: Create a "my contacts" list.

 

 

 

Have Questions?

Send an email to Send us a message and let us know what you need!