EditPurpose
To send an email message to one of your contacts.
EditLocations Used
Contacts, Contact List
EditOverview
SalesdeskSuite provides you the ability to email a message to any one of the contacts on your list. To view your contact list, make the menu selection
Contacts⇒Contact List from the main menu bar.
 View your contact list |
1. Select who to send an email message to in one of the following ways:
a. Click on the email address of the contact on the list to whom you would like to send an email message.
b. Click on the link More Tools on the Contacts page to view additional buttons. Then click on theEMAIL button (without selecting any contacts on the list).
c. Click on the name of a contact on the list. The page will be updated to display the details for that contact. From here, click on the link More Tools to view additional buttons, then click on the EMAIL button.
If you use method "a", your computer's default email editor, such as Microsoft Office Outlook, will appear. Otherwise the SalesdeskSuite email editor will be displayed.
 Send an email message |
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2.
To - By default, the current contact's name will be displayed in the "To" field. You can add to or change who to send the email to.
3.
CC - Enter who to copy the email to.
4.
Subject - Enter the subject of the email.
5.
Message - Enter text for the email message here. You can use the formatting tools on the tool bar as you enter text.
6.
Attach Files - You can attach up to 5 files to your email. Either enter the path of the file or click on the
Browse button to bring up the File Selection window and choose from there.
7. Click on the
SEND button to send the email to the specified recipients, or click on the
CANCEL button to discard your email message.