CUSTOMERS - Email

Send an Email to one or more Customers from your list

Email selected Customer(s) from the Customers List

• Setup
  
  • establish Company Settings
  • establish User Settings

• Recipients
  •  click into the To box to select one or more of the detected email addresses (from the Customer(s) selected as well as the User) - if you select ‘Customer – Accounting’, this report will be emailed to each selected Customer with a Contact assigned the ‘Accounting’ Contact Type (manage Contact Types in Edit > Company Settings > Company > Contact Types tab) 

• • • alternatively, just type email address(es) in the To box (separate additional email addresses with ';')
  • select or type the CC and BCC recipient 
    • BCC can be set in User and Company settings  - Email
  • Attachments box displays any reports being sent, either through the Printer dialogue box (see Customers - Reports), or using the   Attach Report button
  • select from available email addresses for the From and Reply-To fields
  • enter the message in the bottom box
  • option to Select Template or setup a new one:
    • Edit > Email templates

               

• • •   New template

• • • enter Template Name
    • enter Subject for the email
    • select the Type of record this Template will be used for
    • option to set this Template as the Default for the Type selected
    • enter the email message in the Body section, in the Rich Text tab if you want to use formatting (bullets, etc) or the Raw HTML tab if you want to add special formatting or insert an image, or the Plain Text tab if you want to avoid any formatting
    • option to Insert Param merge field(s) into the subject or message body
    • option to make this a Shared Template (other Users can use it) or Personal Template
    • if not using a template, then manually enter the Subject and Message, selecting either Rich Text, Raw HTML, or Plain Text tab
    • accept or change the From email address
    •   Attach Report if you want to attach one or more additional reports to the email
    •  Attach File of any type
    • Insert Param merge field( s) available for the records selected

                     

• • •   Open Related to open the record this email was generated from (if only one Customer was selected for this email)
    •   Send the email or Save / Save Close and Edit / Send later from the Email module or Customer Communications tab (see also Email Batches)