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Difference between revisions of "Send Email from a Record"

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imported>Evelyn
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imported>Aeric
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*[[#Email Messaging from a Record|Email Messaging from a Record]]
*[[#Email Messaging from a Record|Email Messaging from a Record]]
*[[#Email Messaging from a Data Policy|Email Messaging from a Data Policy]]
*[[#Email Messaging from a Data Policy|Email Messaging from a Data Policy]]


===Email Messaging from a Record===
===Email Messaging from a Record===
You can send an email message from a record, attaching one or more files and identifying numerous recipients. This email becomes a task that is tracked as an activity associated with the record. You can define follow-up tasks, add appointments, and send additional notes related to this record.
{{:Email Messaging from a Record}}
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When you send an email message from a [[Data Policy]], you get extra TO/FROM options. See [[#Send an Email Message from a Data Policy|Send an Email Message from a Data Policy]] for details.
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Users can also send email from the [[Documents]] and [[Reports]] tabs. See [[Email]] for more information.
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'''Note:''' The [Send Email] button appears in the record only if the [[Track Activities]] option is enabled for the object.
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To Send an Email Message from a Record:
#Open an object that contains the record of interest
#Click the record to open the details page
#In the Related Information section, click the [Send Email] button
#In the email page, specify information under the Address Details section:
#;To:Enter a name or click the Lookup [[Image:lookupicon.gif]] button to select from a list of recipients
#;Related To:The object and record automatically appear in the Related To fields
#:Optionally, select another object and record to change the association
#;Cc (Carbon copy):The name(s) of those you want to receive a copy of this email message; Enter multiple names separated by commas, or use the Lookup button to select from a list
#;Bcc (Blind carbon copy):The name(s) of those you want to receive a copy of the this email message, but whose email names and addresses will not appear as recipients.
#Optionally, choose an [[Email Template]]
#Enter a Subject for the email message
#;Editor Type:The type of editor to use; For more information, see [[Editors]]
#Enter the message in the Details text area
#Optionally, include [[Documents]] as attachments; Use the Lookup window to display a list of available documents
#When ready, choose one of these options:
#*Click the [Send] button to send the email message
#*Click the [Save Draft] button to save a draft of the message without sending
#*Click the [Preview Email] button to view the message before sending
#*Click [Cancel] to stop the action
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A message appears confirming that the email has been sent. Summary information about the email (the Date, Status, and Assigned To fields) appears under the Activity History in the record.
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The email now becomes a completed task, and clicking on the email Subject opens the [[Tasks]] page, where you can perform all task-related activities.
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You can also click the Send Note link under Activity History in the record to send additional information about this record to the task owner and other recipients.
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====Save Draft====
To return to a saved email message:
#Open the object and click the desired record
#Click the [Send Email] button
#Click the Drafts link to view a list of saved messages
#:[[Image:Sendemail.gif|none|thumb]]
#Click the draft of interest and continue editing
#Optionally, save the draft again, or send the message


===Email Messaging from a Data Policy===
===Email Messaging from a Data Policy===

Revision as of 02:54, 13 July 2011

File:Emailactivity.gif
Email messages are tracked in the Activity History section of Related Information

Managing your contacts includes keeping an updated address/phone book. You can send email messages to your contacts from within the platform and track the communications automatically:

Email Messaging from a Record

Email Messaging from a Record

Email Messaging from a Data Policy

Email Messaging from a Data Policy

Template Variable Builder

Template Variable Builder