You can send emails to Aeon users from within the Aeon Desktop Client or Aeon Web Client. User-related emails are sent from the user's record on the User Information form in the Aeon Desktop Client or from the User Information page in the Aeon Web Client. Email templates are created in the Aeon Customization Manager and accessed by the client when emailing the user. You send emails and check email status in either client, and resend emails from within the Aeon Desktop Client. All email processes are handled by the Aeon System Manager. In the Aeon Desktop Client, you can also send status-specific emails about a request from the Requests tab on the User Information form.
Using Templates | Default User Email Templates | Using a Blank Email
Using Templates
When sending a user an email from the Aeon Desktop Client or Aeon Web Client, you can opt to use a pre-defined user email template to automatically populate the content of the email. Email templates are created and managed in the Aeon Customization Manager. There are several default user email templates available, which can be customized in the Customization Manager if needed. You can also create additional user email templates in the Customization Manager as needed. Use the tabs below to learn how to email a user using an email template in the Aeon Desktop Client and Aeon Web Client.
To email a user using an email template from within the Aeon Desktop Client:
- Open the User Information form for the user in the Aeon Desktop Client.
- Click on the Email ribbon located at the top of the User Information form next to the Home ribbon.
- Click on the bottom half of the New E-mail button to expand the email template dropdown menu. Both the default user email templates and any additional user email templates you have created in the Aeon Customization Manager will be displayed in the dropdown menu.
- Click on a template from the list to automatically open the template and populate it with the user's information.
- Make any modifications to the text populated by the template as necessary then click Send Email when you are ready to send the email.
- To cancel the email without sending it, click the Cancel Email button.
To email a user using an email template from within the Aeon Web Client:
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Navigate to the User Information page for the user you want to email.
You can easily navigate to this page by performing a search for the user and double-clicking on the user's record in the User Search Results grid. -
Click the Action menu icon (
) in the toolbar at the top of the screen to expand the menu:
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Click Send Email from the Action menu:
- The Send Email window will appear.
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Click on the Template dropdown to expand the template menu. Both the default user email templates and any additional user email templates you have created in the Aeon Customization Manager will be displayed in the dropdown menu:
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Click on the template you want to use in the list. Aeon will automatically open the template and populate it with the user's information.
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Make any modifications to the text populated by the template as necessary then click Send when you are ready to send the email:
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To cancel the email without sending it, click the Cancel button.
Default User Email Templates
Shown below are the default user templates available in the Aeon Customization Manager and an example of what each template will look like when populated with the user's information in the Aeon Desktop Client.
ClearUser Template | DisavowUser Template | MergeUser Template (Desktop Client Only) | NewUserRegistration Template
ClearUser Template
Shown here are the template and a sample email for the ClearUser template.
Please see Clearing Users for more information on the process for clearing users and using the ClearUser email template.
DisavowUser Template
Shown here are the template and a sample email for the DisavowUser template.
Please see Disavowing Users for more information on the process for disavowing users and using the DisavowUser email template.
MergeUser Template (Desktop Client Only)
Shown here are the template and a sample email for the MergeUser template.
Note: The MergeUser template and merge user functionality are only available in the Aeon Desktop Client.
Please see Merging Users for more information on the process for merging users and using the MergeUser email template.
NewUserRegistration Template
Shown here are the template and a sample email for the NewUserRegistration template.
Using a Blank Email
When sending a user an email from the Aeon Desktop Client or Aeon Web Client, you can also opt to create the content for the email manually using a blank template rather than using one of the pre-defined user email templates. Use the tabs below to learn how to email a user without using an email template in each client.
To email a user without using an email template from within the Aeon Desktop Client:
- Open the User Information form for the user in the Aeon Desktop Client.
- Click on the Email ribbon located at the top of the User Information form next to the Home ribbon.
- Click on the top half of the New E-mail button to open a blank email template addressed to the user.
- Fill in the subject and body of the email with the text you want to send.
- Optionally add CC and BCC information to the email if necessary.
- Click Send Email when you are ready to send the email.
- To cancel the email without sending it, click the Cancel Email button.
To email a user without using an email template from within the Aeon Web Client:
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Navigate to the User Information page for the user you want to email.
You can easily navigate to this page by performing a search for the user and double-clicking on the user's record in the User Search Results grid. -
Click the Action menu icon (
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Click Send Email from the Action menu:
- The Send Email window will appear.
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Use the fields in the Send Email window to fill in the content for the email as necessary then click Send when you are ready to send the email:
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To cancel the email without sending it, click the Cancel button.