The Send Email screen is configured for sending emails to a customer, prospect, etc. Here's how to send an email:

  1. Open a transaction screen and go to Activities tab
  2. Click the Send Email button to open a blank Email screen
  3. Select the TO, CC, and/or BCC recipients by:
    1. Selecting from drop down list
    2. Manually entering the email 
    3. Click the To button to open the Select Email screen that shows the list of users with details
  4. Enter the Subject and Details 
  5. Click the Send button when ready to send
  • No labels