Writing an Email Message using a Template

To write an email using a template:

  1. On the Write menu, point to Email Using Template, and click a template name or click More Templates to select another template. If prompted to add the template to the most recently used templates list, click Yes to add the template to the list; otherwise click No.
  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. If you chose More Templates in Step 1, in the Managing Templates dialog box, select a template and click OK. If prompted, choose an address from the Select Type of Address dialog box.
    The email address of the contact is displayed in the To box, the Subject field contains the information that was stored in the template, and attachments to the template are identified.
  5. (Optional) In the text box, you can specify additional information or change the default signature.
  6. (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.
  7. 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.
  8. Use the Complete an Activity dialog box to edit the history information, specify notes, or schedule a follow-up activity, and then click Complete.
  9. 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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