imported>Evelyn |
imported>Aeric |
| Line 2: |
Line 2: |
| *[[#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}} |
| | |
| 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.
| |
| | |
| Users can also send email from the [[Documents]] and [[Reports]] tabs. See [[Email]] for more information.
| |
| | |
| '''Note:''' The [Send Email] button appears in the record only if the [[Track Activities]] option is enabled for the object.
| |
| | |
| 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
| |
| | |
| 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.
| |
| | |
| 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.
| |
| | |
| 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.
| |
| | |
| ====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=== |
