TRAINING Lesson#4 - Email and Journals

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.

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