Writing an Email Message

To write an email without using a template

  1. Do one of the following:
    • On the Write menu, point to Email.
    • Click (Email) next to the contact's or lead's email address.
  2. If email is enabled, but you have not logged on, at the message field, click Yes to log on.
  3. The next step depends on the focus within the Infor CRM Web Client.
    • If the focus is on a particular contact or lead, the merge continues.
    • If you do not have focus on a particular contact or lead, use the Select Contact or Select Lead field to select a contact or lead.
    • If the focus is on an account or an opportunity, the Select Contact field is displayed to select a contact.
    • If the focus is on a ticket the document can merge with the associated contact.
  4. Complete the Subject field and message body of the new email window.
  5. (Optional) If the email message requires an attachment, click Insert, and then click one of the menu options. If attaching a file, refer to About email Attachments for more details.
  6. Send the email by doing one of the following:
    • Click Send to CRM. If you attached a file, and want to save a copy, click Yes at the prompt. The email item is recorded to the contact's history and the file appears on the Attachments tab.
    • Click Send. The message is automatically recorded to the contact's history; however you can drag and drop the message from Outlook into Infor CRM.
      Note: Graphic files smaller than the minimum size set by the administrator cannot be saved as separate attachments.
  7. Use the Complete an Activity dialog box to edit the history information, type notes, or schedule a follow-up activity, and then click Complete.
  8. If you selected to schedule a follow-up activity, complete the field for the type of follow-up activity.
Parent topic: Writing and Sending an Email Message
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