Setting up E-mail Address Types

Top Previous Next

1.	Open the ADMINISTRATION tab by selecting View - Administration from the menu.

2.	On the ADMINISTRATION tab, select the E-mail Types category in the left-hand pane to expand it.

3.	Select the e-mail type you wish to modify and click on it. The current e-mail types available should now be displayed in the right-hand pane.

To Add a New E-mail Type

1.	Click the "Edit" button on the toolbar, select File - Edit from the menu, or place your mouse over the e-mail types, right click, and select Edit from the Right click menu.

2.	Right click and select Add New from the Right click menu. A blank row should appear.

3.	Enter the new e-mail type in the blank row.

4.	Exit the row where you just entered the new value by pressing the TAB key or clicking the mouse into another row.

5.	Click the "Save" button on the toolbar, select File - Save from the menu, or place your mouse over the e-mail types, right click, and select Save from the Right click menu.

All users will need to exit and re-open RecruitTrack™ to have the change take effect.

To Edit a Current E-mail Type

1.	Click the "Edit" button on the toolbar, select File - Edit from the menu, or place your mouse over the e-mail types, right click, and select Edit from the Right click menu.

2.	Double-click in the cell with the e-mail type you wish to edit. A cursor should appear in the cell.

3.	Modify the e-mail type.

4.	Exit the row where you just modified the value by pressing the TAB key or clicking the mouse into another row.

5.	Click the "Save" button on the toolbar, select File - Save from the menu, or place your mouse over the e-mail types, right click, and select Save from the Right click menu.

All users will need to exit and re-open RecruitTrack™ to have the change take effect.

To Change the Default E-mail Type

The default e-mail type is the one that is displayed when you first open a record.

1.	Click the "Edit" button on the toolbar, select File - Edit from the menu, or place your mouse over the address types, right click, and select Edit from the Right click menu.

2.	Click the cell in the Default column to the right of the appropriate E-mail Type cell that you wish to be the new default. A drop-down arrow should appear in the Default cell.

3.	Select Default 1 from the drop-down menu, then click anywhere else in the grid.

3.1.	If another default had been set previously, the default setting should disappear from that value.

4.	Click the "Save" button on the toolbar, select File - Save from the menu, or place your mouse over the address types, right click, and select Save from the Right click menu.

All users will need to exit and re-open RecruitTrack™ to have the change take effect.

To Delete an E-mail Type

1.	Click the "Edit" button on the toolbar, select File - Edit from the menu, or place your mouse over the e-mail types, right click, and select Edit from the Right click menu.

2.	Place your mouse in the cell with the e-mail type you wish to delete. Right click and select Delete from the Right click menu.

3.	In the Delete List Item Verification dialog, select the "Yes" button.

4.	Click the "Save" button on the toolbar, select File - Save from the menu, or place your mouse over the e-mail types, right click, and select Save from the Right click menu.

All users will need to exit and re-open RecruitTrack™ to have the change take effect.