Loading...

How To Send an Email into LRM

You can send an email directly into any Logbook within the LRM. You can also send an email into the LRM without specifying a Logbook first. It will go into an Unlinked Emails holding bay and you can save it into a Logbook later.

1

Navigate to LRM

2

Send an email directly to a Logbook
  1. Navigate to the Logbook you wish to send the email to.
  2. Next to the Logbook title, click on the “copy logbook email” button.
  3. Paste that email address into the To, CC, or BCC field in your email.
  4. Send the email.
  5. To check the email has arrived:
    1. Go to the Logbook page, or
    2. Go to Reports > Inbound Linked Emails

3

Reply to an email sent from a Logbook

When sending an email from a Logbook, you can set the reply-to email to be the Logbook email. When a person replies to the email, the reply will go directly into the Logbook.

  1. Navigate to the Logbook you wish to send an email from
    • This can be a Learner, Course Enrolment, Sales Contact, or Agent Logbook.
  2. Click Action, Send Email
  3. Select the recipient/s
  4. Under “Reply To“, select “This logbook
  5. Write the email
  6. Send the email.

4

Send an email into LRM without specifying a Logbook
  1. Go to Settings > Account Details
  2. Copy the Logbook Email
  3. Paste that email address into the To, CC, or BCC field in your email.
  4. Send the email.
  5. To check the email has arrived, go to Reports > Unlinked Emails.

Was this Resource helpful?