Send e-mail to Work Address from a Contact
- Stephanie Pepper (e-manage|ONE)
If you allow e-manage to integrate with Microsoft Outlook this action menu item will pop-up a window where you can compose a new e-mail to the currently open Contact. The contact must have a Work e-mail entered in the Contact Information Module in order to be able to send e-mail to the contact.
To begin click on the "Send e-mail to Work Address" action menu item. The Send e-mail window will pop-up with the Contact's e-mail pre-filled and your defined signature (if you have configured one) will be in the body.
After the form is showing, you can choose to drag and drop more contacts that have e-mail addresses into the To or CC boxes from Search e-manage, Recent Records, Favorites, or any grid that lists contacts. If the contact also has an Other e-mail address, then you will be presented by a choice to use either address. When you send an e-mail to multiple contacts, you can choose to send each recipient an individual e-mail so they do not see the e-mail was sent to anyone else.
When you send an e-mail from a contact (or drag and drop a contact to the "To" or "CC" boxes), all of the current projects the contact is associated with will show in the Recipients drop down list box. If you want to save the e-mail to the project, simply choose the project from this drop down list box and make sure the "Save this Email" checkbox is checked.
You can add attachments from the documents grid from any top level record type by going to the History menu of any top level record type and choosing Documents, then dragging and dropping the desired documents into the Attachments list view box. You can also add files from your hard drive by clicking the "Add Attachments" button.
When you're done with the e-mail, click the Send button.