Used to send an email to a single Company.
Navigation:
Main Menu > Companies
Applies To: Enterprise Plus Basic
Details
When in the view mode of a Company record, a user can send a single email to the current company.
- From the main panel, click the [Send Email] option in the list of Actions.
- Select an existing template or manually enter a message.
- Click [Next].
- Enter the [Subject].
- Enter a [CC], if desired.
- Modify the [Email Body] as needed.
- Click [Send Email].
The FROM email address uses the email address from the template. If blank, it uses the Branch Notification email address.