Send a Custom Email to a User

 

Overview

Administrators can now send a one-off custom email directly to an individual professional from the User’s People table, without needing to configure a notification template or tie the message to a specific system event like an enrollment or completion.

This is useful for ad hoc communications such as welcome messages for new hires, onboarding instructions, or any situation where you need to reach a user outside of an automated workflow.

 

Who can use this feature?

Administrators with any of the following roles can send custom emails to individual users:

  • Default Administrator

  • People Read/Write

 

How to send a custom email to a user

  1. Navigate to Users in the left-hand navigation.

  2. On the People tab in the user table, locate the professional you want to email.

  3. Click the email address hyperlink in that user's row. This opens a compose modal.

  4. In the modal, enter your Subject and Message body.

    • The To field is pre-filled with the selected user's email address.

    • CC and BCC are not available in this version.

  5. Click Send.

A confirmation will appear once the email has been sent successfully.

 

Tracking sent emails

All custom emails sent through this feature are logged in the Notification Log report.

Field

 

Value

 

Email event type

Custom Email

Email type

Manually Triggered
 
To review sent messages, navigate to Reports > Notification Log and filter by event type "Custom Email."

 

Reply-to behavior

The reply-to address follows the same behavior as other system-generated notifications. The administrator who triggered the email will not appear as the reply-to sender.

 

Included in this release

Limitation

 

Detail

 

To field only

CC and BCC are not supported in this release.

Individual users only

This feature sends to one user at a time from the People table. Sending to a user group is not included in this version.

No template required

The email is composed freeform; no notification template needs to be set up in advance.
 

Frequently asked questions

 
Can I send to multiple users at once?

Not in this release. This feature supports sending to one individual at a time from the Users > People table.

 
Will the email show my name or the system's name as the sender?

The email is sent from the system, consistent with how other LCvista notifications are delivered. Your name will not appear as the reply-to address.

 
How do I know if the email was delivered?

Sent emails are recorded in the Notification Log report. You can use that report to confirm the email was sent and review details about the message.

 
Do I need to set up a template first?

No. Custom emails are written directly in the compose modal and do not require a pre-configured template.

 

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