Difference between revisions of "Write Email Screen"
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This screen is used to write outgoing emails. It works like a web-based email client with a few twists: | This screen is used to write outgoing emails. It works like a web-based email client with a few twists: | ||
| − | * From: Select from one of the email addresses of the current logged-in user, configured in the [[User Profiles Screen]]. | + | * '''From''': Select from one of the email addresses of the current logged-in user, configured in the [[User Profiles Screen]]. |
| − | * To, CC, BCC: Fill in the email addresses to send to. The system will automatically match those email addresses to accounts, leads, and contacts in the system for you. | + | * '''To''', '''CC''', '''BCC''': Fill in the email addresses to send to. The system will automatically match those email addresses to accounts, leads, and contacts in the system for you. |
| − | * Opportunity, Case, Order: Fill in the opportunity, case, or order to associate the email with. | + | * '''Opportunity''', '''Case''', '''Order''': Fill in the opportunity, case, or order to associate the email with. |
| − | * Subject and Message: Enter the subject and message of your email. | + | * '''Subject''' and '''Message''': Enter the subject and message of your email. |
* Attachments: You can use the [Browse] button to browse for an attachment for your email, [Add Attachments] to add more attachments, or [Remove Attachment] to remove an attachment already added to the email. | * Attachments: You can use the [Browse] button to browse for an attachment for your email, [Add Attachments] to add more attachments, or [Remove Attachment] to remove an attachment already added to the email. | ||
[Send] will cause the email to be sent, and it will then show up in the "Completed Activities" section of your account/contact/lead. [Save for Later] will cause it to be saved as a "Pending Activity," and you can come back to the email later and finish it. | [Send] will cause the email to be sent, and it will then show up in the "Completed Activities" section of your account/contact/lead. [Save for Later] will cause it to be saved as a "Pending Activity," and you can come back to the email later and finish it. | ||
Latest revision as of 00:29, 14 November 2007
This screen is used to write outgoing emails. It works like a web-based email client with a few twists:
- From: Select from one of the email addresses of the current logged-in user, configured in the User Profiles Screen.
- To, CC, BCC: Fill in the email addresses to send to. The system will automatically match those email addresses to accounts, leads, and contacts in the system for you.
- Opportunity, Case, Order: Fill in the opportunity, case, or order to associate the email with.
- Subject and Message: Enter the subject and message of your email.
- Attachments: You can use the [Browse] button to browse for an attachment for your email, [Add Attachments] to add more attachments, or [Remove Attachment] to remove an attachment already added to the email.
[Send] will cause the email to be sent, and it will then show up in the "Completed Activities" section of your account/contact/lead. [Save for Later] will cause it to be saved as a "Pending Activity," and you can come back to the email later and finish it.
