E-Mail Referral Report

CLIFF can automatically generate an e-mail with the information from one or more Referrals. This is done by clicking the button in the List Tool bar.

To create an E-mail Referral Report

  1. Click the button in the Referrals Sent or Referrals Received window. A window similar to the following will be displayed:


    1. Choose the selection of Logs to generate an e-mail for if more than one option is provided.
    2. If you want Referral, Notes and/or attachments included. Check the appropriate check boxes.
    3. Check Save Email if you don't want the email sent.
    4. Check Delete After Sending if you do not want to keep a copy of the email after sending.
    5. Choose the sending office from the From drop down menu if not already displayed.
    6. From the list of available addresses on the right, click the appropriate arrow to add the address as To, CC, or BCC.
    7. To enter manual addresses, enter the address in the space below the To, CC, or BCC list and click the + beside the field.
    8. Enter a note or additional information to be prefixed to the generated report.
    9. Click Send to submit the e-mail.