Send Email from a Record

Note: Users can also send email from a Report.

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, and the message is recorded in the record history.