Action Item Email

To use the email feature, HR3pay's email functionality must have been configured previously, via HR3pay. See email settings for more information.

 

Field	Explanation
To	Enter the email address of the recipient. To search for an email address from a contact, click To and enter the name of the recipient in the search field.
Subject	Enter a subject for the email.
Message Body	In main blank section of the message window, type in the text of the email message.
Categories	If relevant, select a category for the email.
Send	Once the email details are complete, click Send. This will send the email and save a copy of it to the listing in the Action Items window. Note that you cannot save a draft copy of an email.
Close	If you click Close prior to Sending the email, a warning message is displayed because the email will not be saved.

 

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