From the Email Manager, users may create and send emails that will be connected to the object record. The emails will be sent to the recipients’ primary email addresses and will also appear in Activity>Message Center.
- Open the object record.
- Open the Tools tab>Email Manager.
- Click the (Create icon) in the Icon Bar.
- In the To field, select the email recipient. This list pulls from Contacts>Individuals and Contacts>Staff.
- In the CC and BCC fields, select additional recipients (optional). These lists pull from Contacts>Individuals and Contacts>Staff.
- Add the message Subject.
- In the Html Body field, add the email message.
- Click Select files… to add a file from your computer (optional).
- In the Attachments dropdown, select files from the Documents module to attach (optional).
- Click Send.
Comments
0 comments
Please sign in to leave a comment.