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Difference between revisions of "Send Email from a Record"

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m (Text replace - 'Cases Object' to 'Cases object')
 
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[[Image:emailactivity.gif|right|thumb|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:
To send an email message from a record:
*[[#Email Messaging from a Record|Email Messaging from a Record]]
#Open the tab that contains the record of interest
*[[#Email Messaging from a Data Policy|Email Messaging from a Data Policy]]
#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.<br>(For Cases, the subject field is pre-defined.)
#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]'''.<br>A message appears confirming that the email has been sent, and the message is recorded in the record history.


===Email Messaging from a Record===
{{Note|<br>Users can also send a message from a Report.<br>''Learn more:'' [[Reports#Email a Report]].}}
{{:Email Messaging from a Record}}
 
===Email Messaging from a Data Policy===
{{:Email Messaging from a Data Policy}}
 
===Template Variable Builder===
{{:Template Variable Builder}}

Latest revision as of 22:10, 8 July 2015

To send an email message from a record:

  1. Open the tab that contains the record of interest
  2. Click the record to open it
  3. 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.
  4. 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.)
  5. 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
  6. When finished, click [Submit].
    A message appears confirming that the email has been sent, and the message is recorded in the record history.

Notepad.png

Note:
Users can also send a message from a Report.
Learn more: Reports#Email a Report.

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