Email

Applied Epic allows you to launch an integrated email client from within the system for all routine email workflows except those initiated by Distribution Manager. Your organization may opt to use Microsoft Outlook or an Epic custom message window for this integration, or allow you to make an individual selection in Email Settings Configuration. Regardless of the option you are using, do one of the following to access your email:

• From the Home screen, click Email on the navigation panel or Areas > Email on the menubar.
• To access email from any other part of the program, click the down arrow next to Home on the options bar and select Email.

Note: If you are using Microsoft Outlook, Outlook opens to the last window you accessed. This window may open in focus or minimized in the taskbar.

Epic Email

This is a custom message window unique to Applied Epic. It contains the functionality you would expect from most email clients and is comprised of the following sections:

• Menubar

  

  The following menubar options are available in the Email area.

  1. • File

     • • New
       • Open
       • Delete
       • Print
       • Exit

     • Home

     • • Home
       • Accounts
       • General Ledger
       • Reports/Marketing
       • Procedures
       • Configure
       • Utilities
       • Email

     • Locate

     • Actions

     • • Reply
       • Reply All
       • Forward
       • Attach
       • Refresh

     • Links

     • myEpic

     • Help

     • • Applied Epic Help

       • Applied KnowledgeBase
       • Applied Epic Release Notes
       • Online Chat / Log a Case
       • About Applied Epic July 2023
• Email Folders

  The folders in this panel are configured through Microsoft Outlook.

  

• Search Bar

  To narrow the list of emails, use the search bar above the list to specify the emails that you want to see.

   

  

   

  These are the choices in the first dropdown menu:

  1. • From
     • Subject
     • Received

  The choices available in the second dropdown menu vary, depending on the selection you made in the first dropdown.

  1. • Equals: Enter the search criterion (e.g., the subject) in the field to the right, or select the correct date from the dropdown calendar (if applicable). Click Find.
     • Contains: Enter at least one letter or number of the search criterion (e.g., part of the subject) in the field to the right. Click Find.
     • Within Range: Search between two calendar dates. Click the down arrow to the right of each field to choose dates from the dropdown calendars. Click Find.

  Note: Click the Clear Filter link label on the right to reset the filter.

   

  You can apply multiple filters if necessary.

  1. To apply multiple filters to the list, do one of the following:
     • Click the Edit Filter button . 
     • Press [Ctrl] + E.
  2. The Edit Filter pop-up window displays. 
     
     Note: You can also use the Edit Filter button, rather than the search bar, to apply a single filter to the list if you prefer.

  

  3. Select and/or enter your desired search criteria using the dropdown menus and fields, and then click the Add button. The Name, Compare Type, and Criteria for your filter display in the list. Click one of these column headings to sort the list by that column. To reverse the sort order, click the column heading again.
  4. To apply additional filters, enter additional search criteria and continue clicking Add. To remove a filter from the list, select it and click the Delete button.
  5. Click Finish when you have applied all of your desired filters.
     
     To exit the dialog without applying any filters, click Cancel.
• Email List

  Click on an email in this list to view its contents in the reading pane.

  Double click on an email to bring it up in its own window.

• Reading Pane

  When you click on an email in the list, the contents display in the reading pane.

Microsoft Outlook

Applied Epic opens Microsoft Outlook (even if you do not currently have it open outside of Epic) whenever you click on a hyperlinked email address or the envelope button beside an email address, or perform the Send via Email action.