When sending Medical Outlook packages or Member-to-Member SINEpost Mail messages you select your recipients from either the HermeTech global address book, your own companies address book, or your own personal address book of Medical Outlook network members. If you are unable to locate the person or company you wish you can create a new contact by asking them join the network.
You can open the recipients window from many places in Medical Outlook, but here we'll deal specifically with using the 'Recipients' button on the toolbar in the new package window. This allows you to select to whom you wish to send your medical outlook package. In the recipients window you can see a section which contains 3 tabs. Each tab contains an address book listing. They are:
| • | SPIN Address Book: This is the World Wide Web address book for Medical Outlook and SINEpost mail members. |
| • | Company Addresses: Your company address book is visible to everyone in your company. |
| • | Personal: Your personal address book is just for you. |
Address Book Tabs
You select the appropriate tab and double click the recipients name in the list to add them to the 'Selected Recipients List'.
The Recipients Window
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Searching for Member Contacts in the SPIN Address Book |
To search for other members in the world wide address book select the 'SPIN Address Book' tab. Decide who you wish to look for. There are three choices in the drop down list (see below) of WHO to look for. They are:
| 1. | A company name: Type in all or part of the company name in the 'Look For' field and click 'Search' |
| 2. | A person's name (last, first): Enter all or part of a person's name (last name first then a comma then the first name) and click search. |
| 3. | <Your Company Name>: Selecting this option will automatically show you a listing of all of the users within your company. |
An Empty Search Window
Updating your company and personal address books |
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Above the 'Search' button in the SPIN Address Book tab you'll notice two book images (see below) which match the images on the tabs marked 'Company Addresses' and 'Personal'. Click these buttons to add member contacts that you find in the SPIN Address Book to your company and personal address books. Just highlight the contact persons name (see 'a finished search' image below) and click the Red book (to add to your company address book) or the Green book (to add to your personal address book).
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A Completed Search with 1 result |
In the next example you can see a completed search. The search is for a "Person's Name (last, first)" and in the "Look For" field you see "Da, J" typed in as the search criteria. This search returned 1 record for Jeanne Daniel PHD at the Women's Clinic of Dallas. Note that you don't have to type in all of the person's name. The "Da, J" search would also return anyone named Joe Davis, or James Danforth, or Jennifer Dawson.
A finished search
A personal address book