Writing an Email message

To write an email without using a template:

  1. Select Email Contacts or Email Leads on the Compose menu.
    Note: You can also:
    • Click Email icon corresponding to the contact or lead email address.
    • Click E-mail in the Task Pane on the Contact or Lead list and detail views.
  2. Click Yes to log on if email is enabled, but you have not logged on.
    Note: In application Web Client, based on the location from which you compose the email, these are the possible scenarios:
    • If you compose the email from a particular contact or lead, the merge continues and the Email To field is populated with that contact or lead email address.

    • If you do not compose the email a particular contact or lead, use the Select Contact lookup to access the Selecting a Contact window.

  3. Specify the Subject and the message body of the new email window.
  4. Click Insert if the email message requires an attachment, and click one of the menu options optionally.
  5. Perform one of these actions to send the email:
    • Click Send to CRM if you attached a file, and require to save a copy, click Yes when prompted. The email item is saved to the contact history and the file is displayed on the Attachments tab.
      Note: This option is available only if application Xbar for Microsoft Outlook is installed and configured.

      Access the Complete an Activity window to modify the history information, specify notes, or schedule a follow-up activity, and click Complete.

      If you selected to schedule a follow-up activity, specify the type of follow-up activity.

    • Click Send. The message is not automatically saved to the contact history. However, you can drag and drop the message from Outlook to application.
      Note: Graphic files smaller than the minimum size set by the administrator cannot be saved as separate attachments.
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