Email Settings Configuration

If your organization allows you to select your own default email client, you can make that selection in this area. Administrators and users with the appropriate security rights can also apply the default email client settings for other users individually or by copying settings to them. The email client options available are a custom Applied Epic message window and Microsoft Outlook. The option selected will default for all emails sent from Applied Epic (except for those sent through Distribution Manager).

Any changes made to the Email Integration Options will save when you close the screen and take effect for users the next time they log in. Regardless of the settings you select in this area, users who have the Applied Epic Outlook Add-in installed have access to Applied Epic contact, template, and attachment integration in Microsoft Outlook.

Use the following information to select the default email client for one or more employees:

1. From the Home screen, do one of the following:

• Click Configure on the navigation panel.
• Click Areas > Configure on the menubar.
• Click the down arrow next to Home on the options bar and select Configure.

From any other area of the program, do one of the following:

• Click the down arrow to the right of the Home options bar button and select Configure.
• Click Home > Configure on the menubar. The Configure screen displays.

2. Click User Options on the navigation panel or Areas > User Options on the menubar.
3. Click Email in the navigation panel.
4. Enter the employee code of the Employee to edit, or click the lookup button to locate the employee on the Employee to Edit screen.
   1. In the search bar, select a search criterion in the first dropdown menu.
   2. Make a selection in the second dropdown menu:
   • Equals: Enter the complete lookup code, name, department, or title in the field provided.
   • Contains: Enter part of the lookup code, name, department, or title in the field provided.
   3. Click Find.
   4. Click on the employee in the list and then click Finish.

Note: If you are not an Enterprise Admin, the Employee to edit may be restricted to your own login or to employees with whom you have a relationship defined in employee detail, depending on your security permissions.

5. In the Email Integration Options section, select the radio button for the default email client that the selected employee will use:

• Epic Custom Message Window: The Epic Email client defaults.
  
  If you have Microsoft Office installed and you select this option, you must use a 32-bit version. The Epic Custom Message does not support 64-bit versions of Microsoft Office.
• Outlook: Microsoft Outlook defaults for all non-Distribution Manager email workflows.

Your changes save automatically when you exit the screen, but they will not take effect until the employee’s next login.

Note: Administrators and users with security rights can edit the default email client settings for multiple employees simultaneously using the Copy Settings To action.