Inbox tab

The Inbox stores all email that has been received by the EXACT email server.

To open the Inbox and view email

Select File > Email and select Inbox to display the Email Inbox tab:

Tags-ShowAllEmail-Generic

Displayed information:

Checkbox per Email
Attachment
From, Subject, Date, Time
Which patient and specialist record the email has been Filed To
Email Tags (the tags displayed depends on which filter is selected at bottom left)
Tooltip summary:

Actions available in the Inbox:

Filter the Email list to show all Emails, show only Emails with no tags, or custom-filter based on tags
Add new Email Tags
From the Email right-click menu, add a tag, add a new tag, remove all tags or remove a specific tag.
View email and attachments to messages
Hover your mouse over an Email to see a tooltip summary of the Email.
Delete email messages
Reply to email, with copies to other people
Forward email to another email address
Create new email messages
File email against a patient and/or specialist file
Print the contents of email messages
Mark read email as unread, and unread email as read
Send pending email and check if there is any new email, via the Send/Receive Email button
Take other actions - see Actioning email
Pause staggered sending of SMS messages, via the Pause button .

Email Inbox toolbar

Select Email Inbox actions and options from the toolbar on the bottom of the Inbox screen:

Alternatively, you can use the drop-down menu displayed when you right-click on highlighted email:

Inbox drop-down menu

The Tool Bar in the lower right corner of the window has the following functions:

Email filter	See also: Email Tags Filter on tags...
[ ] Include ticked checkbox	Include ticked Emails in the display
[ ] Show Actioned Items checkbox	Normally, when you have actioned email, it is no longer displayed in the Inbox. Tick this checkbox to show all items, actioned or otherwise.
Reply	Highlight an email item and click this button to reply to the email.
Forward	Highlight an email item and click this button to forward the email to another person. Note that patient information cannot be emailed to another patient who is not a family member.
Select All	Click this button to select all items in the Inbox (for example, to delete them). If you want to select most of the items, you can then deselect items by holding down the key and clicking the items to deselect. If you want to select some email items, hold down the key and click the items to select. (Note that clicking an item more than once toggles it between selected and not selected.)
File	When email is received, if only one patient has the same email address as the one that sent the email, it will automatically be filed against this patient and displayed in the Contacts Tab. If for some reason the "From" address does not match one in the EXACT database, this button allows email to be manually filed against Patient records or to a Specialist's file. Filed emails are listed in the File to Patient and File to Specialist Inbox columns. In this window you can also manage Contact Categories:
Information	This button displays all information regarding the selected email including when it was received, filed, read, replied to and actioned, similar to the one shown below:
	Mark the currently selected email(s) as having been read. The icon next to the email(s) will change from to .
	Mark the currently selected email(s) as not having been read. It will then be highlighted in bold type. The icon next to the email(s) will change from to .
	Print a copy of the currently selected email.
	Delete the selected email from the Inbox, and move it to the Deleted folder.

Other Inbox features

Inbox Activity Tab

If you have configured your activity tabs to enable it, the Inbox is also displayed in the Multi Column and Multiday Appointment books, on the Activity Bar at the bottom of the screen:

Inbox tab on appointment book

Tooltip summary:

When email is received in the Inbox the following icon, will appear at the right hand side of the Workspace Bar. When you hover your mouse cursor over this icon, a tool tip will appear explaining that you have received new email, as shown below:

You can force EXACT to check for new email, via the the Send/Receive Email button .

To view the new email, either:

Double-click on the icon on the Workspace Bar
- or -
Open the ‘Inbox’ window from the File > Email menu item or the email icon on the Workspace Bar
- or -
Click on the ‘Inbox’ tab in the Multi Column Appointment Book.

To read the contents, either:

Hover the mouse cursor over the email received - this will open a tooltip with the message body displayed.
- or -
Double-click on the email that has been received to open it in the 'View Email' window.