Send Email Companies

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.

1. From the main panel, click the [Send Email] option in the list of Actions.
2. Select an existing template or manually enter a message.
3. Click [Next].
4. Enter the [Subject].
5. Enter a [CC], if desired.
6. Modify the [Email Body] as needed.
7. Click [Send Email].

The FROM email address uses the email address from the template. If blank, it uses the Branch Notification email address.