Automated emails are designed to remove the manual requirements to distribute information to clients. By customizing the notifications per email address, Orna will automatically distribute information based on the triggers set.
Automated e-mails for daily activity reports, case reports, calls for service are all set up under each client profile page.
Automation can only be set up under the admin module
E-mails with attachments exceeding 9mb will not be automatically sent out, you'll need to manually download those forms and send them to your clients. This is a email client restriction, not an Orna restriction.
Individual and/or group e-mail addresses added to the table will receive a copy of the case report once it's approved
For a specific person or group to be notified when a call is closed, apply the option of when closed to the specific e-mail address.
Individual and/or group e-mail addresses with this option will receive a copy of the call details once it is closed
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