Overview | Contents
Advanced EMail Topics:Some of the advanced features are explained briefly.  These are generally used by 'Power-Users'. Creating multiple HTML signatures
Default signature is given in the Options Window.  Signatures can also be used as standard template letters.
  1. On the EMail menu, click Mail... to show EMail Window.
  2. Click the New Signature button.
  4. Enter any text and then click Close Button.
  5. Enter the Signature Name and click OK Button.

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Using signatures

  1. On the EMail menu, click Mail.../Resume.../Hotlist.../Reqlist.. to show EMail Window.
  2. Click on the desired Signature in the Signature Dropdown.
Note: Once you select a signature and send the mail, the same signature will be used next time for that Mail Type.  For example, you selected "Hotlist Sig" and send the Hotlist, the "Hotlist Sig" will be automatically used for all the Hotlists in the future.  That means you can assign four signatures for four types of Mail.

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Multiple Accounts/Identities

  1. On the EMail menu, click Mail... to show EMail Window.
  2. Click the New Account button in the From field to show the New Account Window
  3. To send an e-mail without using your SMTP server select the option Do not Use My SMTP Server.
  4. Enter the Account name and other pertaining information which is self explanatory and enter OK to create new account.

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Views in E-mailIn the Resume or HotList/Reqlist mail window, if you want to select only the desired Consultants or Requirements based on the view, open the corresponding E-mail window, look for View and select the desired View from the drop down menu.Go to TopMailTo Switch from entities in the E-mail WindowAfter the E-mail window is open, you can switch between the entities for the desired recipients by clicking on the tool bar MailTo and select the desired entity.Go to TopSending mail (Hotlist, Reqlist, etc.) only to certain Categories, Groups, Owners

  1. On the EMail menu, click Hotlist..., to show Hotlist EMail Window.
  2. In the EMail Window on tool bar, click Options, to show EMail Options Window.
  3. In the EMail Options Window, click Custom Filter option, opens the custom window.
  4. Select (check) the desired Categories, Groups, Owners.
  5. If  you want to set this selection as the default for Hotlist, Click Save as Default Filter.
  6. Click OK button to close EMail Options Window.
  7. Click Send button.
You can do the same for Reqlist EMail or Regular EMail or Resume EMail.

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Sending mail (Hotlist, Reqlist, etc.) only to searched Contacts

  1. Search the Contacts to whom you want to send the Hotlist.
  2. On the EMail menu, click Hotlist..., to show Hotlist EMail Window.
  3. In the EMail Window on tool bar, click Options to show EMail Options Window.
  4. In the EMail Options Window, select Search List in the Current View in Mail To options and then click OK Button.
  5. Click Send button.

You can do the same for Reqlist EMail or Regular EMail or Resume EMail.

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Changing the order of Consultants or Requirements in the Hotlist/Reqlist

  1. Click Contacts on the Folder List to open Contacts.
  2. On EMail menu, click Hotlist... to show Hotlist EMail Window.
  3. Initially, Consultants are sorted by Job Title. If you want to rearrange the order of Consultants in the Hotlist Email window, use the drag and drop feature shown below on the left side of the check boxes of Consultants.
       
You can do the same for Reqlist EMail or Resume EMail.

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Deleting queued EMail jobs from Outbox

  1. Open Outbox Folder.
  2. Select the EMail job you want to delete.
  3. Click the Delete Button on the toolbar (or Delete Key on the keyboard).

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Stopping (Pausing) EMail Queues (Hotlist, Reqlist, etc.)

  1. Open Outbox Folder.
  2. Right click anywhere in the List View and then click Stop Hotlist Queue on the shortcut menu.
  3. To start the queue, click Start Hotlist Queue in the shortcut menu.
You can do the same for Reqlist EMail or Regular EMail or Resume EMail

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Address book in the mail Window

  1. On the EMail menu, click Resume..., to show Resume EMail Window.
  2. In the EMail Window, click To... or CC... or BCC... Button to show Address Book Window.
You can do the same for Regular EMail or Hotlist EMail or Reqlist EMail.

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Vcard Name

  1. On the Tools menu, click Options to show the Options window, select the Email Tab and select the Advanced tab.
  2. In the Advanced tab, Vcard Name field, you can enter a name for your Vcard.