Difference between revisions of "Send Email from a Record"
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imported>Aeric m (Text replace - 'Cases Object' to 'Cases object') |
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To send an email message from a record: | To send an email message from a record: | ||
#Open the tab that contains the record of interest | #Open the tab that contains the record of interest | ||
| Line 9: | Line 6: | ||
#* The default is '''Private Note''', which records your comments in the record history. | #* The default is '''Private Note''', which records your comments in the record history. | ||
#Click '''Email''' to send your comments as a message, as well | #Click '''Email''' to send your comments as a message, as well | ||
#* For anything other than the [[Cases | #* For anything other than the [[Cases object]], a '''Subject''' field appears above the message area.<br>(For Cases, the subject field is pre-defined.) | ||
#Optionally, choose an [[Email Template]] | #Optionally, choose an [[Email Template]] | ||
#* The subject field is then pre-filled from the Template. | #* The subject field is then pre-filled from the Template. | ||
#* If text already exists in the subject field, text from the template is appended to it | #* If text already exists in the subject field, text from the template is appended to it | ||
# When finished, click '''[Submit]'''. | # When finished, click '''[Submit]'''.<br>A message appears confirming that the email has been sent, and the message is recorded in the record history. | ||
{{Note|<br>Users can also send a message from a Report.<br>''Learn more:'' [[Reports#Email a Report]].}} | |||
Latest revision as of 22:10, 8 July 2015
To send an email message from a record:
- Open the tab that contains the record of interest
- Click the record to open it
- In the area that says, "Email or Add a note", begin typing your message.
- The area expands to display an editor window and additional buttons.
- The default is Private Note, which records your comments in the record history.
- Click Email to send your comments as a message, as well
- For anything other than the Cases object, a Subject field appears above the message area.
(For Cases, the subject field is pre-defined.)
- For anything other than the Cases object, a Subject field appears above the message area.
- Optionally, choose an Email Template
- The subject field is then pre-filled from the Template.
- If text already exists in the subject field, text from the template is appended to it
- When finished, click [Submit].
A message appears confirming that the email has been sent, and the message is recorded in the record history.
Note:
Users can also send a message from a Report.
Learn more: Reports#Email a Report.
