Send Email from a Record

Users can also send email from theReports tab. See Email for more information.

Send a Message from a Record

To send an email message from a record:

1. Open the tab that contains the record of interest
2. Click the record to open it
3. In the area that says, "Email or Add a note", begin typing your message.
   • The area expands to display an editor window and additional buttons.
   • The default is Private Note, which records your comments in the record history.
4. Click Email to send your comments as a message, as well
   • For anything other than the Cases Object, a Subject field appears above the message area.
     (For Cases, the subject field is pre-defined.)
5. Optionally, choose an Email Template
   • The subject field is then pre-filled from the Template.
   • If text already exists in the subject field, text from the template is appended to it
6. When finished, click [Submit].

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.

You can also click the Send Note link under Activity History in the record to send additional information about this record to the owner and other recipients.