Sending a master event email

  1. Click the ellipses icon to view the menu on the Events calendar page.
  2. Select View Master Event List from the menu displayed. The Master Event List page is displayed.
  3. Click a master event name. The Master Event details page is displayed.
  4. Click Send Email in the Communication History section. The Compose Email page is displayed.
  5. Specify this information in the Compose Email section:
    Contact
    The contact person to whom the email must be sent.
    Related Business Type
    The type of related business.
    Related Business Name
    The name of the related business.
    Category
    The category of the activity.
  6. Select the recipient(s) and specify a subject and the body of the email in the Email Content section.
    Note: 
    • To add a subject and text for the email from a template, click Choose Email Template.
    • To insert a signature, click . The signature that is inserted is based on the signature predefined on the Edit User page in the Settings functionality.
  7. Click one of these options in the Attachments section to attach a file to the email:
    • Attach Files from Document Center
    • Attach Files from My Computer
    • Attach Files from Attachments
    Note: You can click Generate Documents to attach a document to the email.
  8. Select the Request eSignature check box in the Request eSignature section to send an email requesting for an eSignature on one or more documents and to generate the documents for eSignature.
    Note: 
    • If this check box is selected, the eSignature Requester field, the Compose eSignature Request option, the eSignature Request Email Content and eSignature Request Attachments sections are displayed.
    • If the Compose eSignature Request option is selected, the subject and the body of the email is defaulted.
  9. Select the Request eAuthorization check box in the Request eAuthorization section to send an email requesting to provide the credit card details to be used for payment.
    Note: 
    • If this check box is selected, the required fields, the Compose eAuthorization Request option, and the eAuthorization Request Email Content section are displayed.
    • If the Compose eAuthorization Request option is selected, the subject and the body of the email is defaulted.
  10. Select the Request ePayment check box in the Request ePayment section to send an email requesting for the payment of a scheduled deposit.
    Note: 
    • If this check box is selected, the required fields, the Compose ePayment Request option, and the ePayment Request Email Content section are displayed.
    • If the Compose ePayment Request option is selected, the subject and the body of the email is defaulted.
    • The Request eAuthorization and Request ePayment sections are only displayed when a credit card processor is enabled in the Settings.
  11. Click Send Email.