How to Send Email from within the Contact

Within the Contact record, you can create a specific email for that Contact. Simply click the envelope action icon to reveal the following options:

Compose

A window will open providing a mini email editor. 

Select the From: and To: address. CC and BCC are also available.

Enter a Subject

The email editor has Bold, Italic, Unordered list, Ordered list, Left justified, Center justified, Right Justified, Link, Media, Replacement Codes, Saved Replies

Discard or [ Send ]

Use Template

Select from available emails.

Click the [ Send email now! ] button.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us