Send a CRM e-mail

Owned by Oksana Vishchuk
Last updated: Jul 03, 2024
2 min read

Add a new e-mail

  1. In the CRM module or one of the CRM tabs, click the New E-mail button. You will be directed to the New E-mail page.

    Add0.png

  2. Provide a Subject.

  3. Select one or several Recipients.

    1. With the drop-down menu, select the category of recipients: TO, CC, and BCC.
      There will be as many messages as there are main recipients. They will not see one another's addresses.

    2. Start typing the address in the text field to open the drop-down list of the matching e-mails.
      OR
      Click the icon to open the Search for Addresses pop-up window, where you can filter and select the recipients. Check the selected boxes and click the Add Selected button at the bottom of the window.

      Add 2.png

      OR
      Click the icon to open the Mailing List drop-down menu where you can add, load, update, or delete mailing lists. To add a mailing list, you should add the desired recipients to the letter first.

  4. (Optional) Select the E-mail Theme from the drop-down menu. To learn more about creating and editing themes, see the Create a custom e-mail notification template | Add a custom e mail theme article.

  5. In the Message section, enter the letter content using the provided formatting options.

  6. (Optional) In the Attachment section, click the Add files… button to attach files to the e-mail.

  7. (Optional) Check the Request for Confirmation box to get notifications about your mail being received.

  8. (Optional) Click the Test button to preview the e-mail.

  9. (Optional) Click the Save as Template button to create a new e-mail template based on the current e-mail. The new template's name will be the same as your e-mail subject.

  10. Click the Send button.

The content of the footer is set in Configuration menu > Templates > Notifications > Footer tab.

Only the recipients from the XTRF database can be added - clients, vendors, contact persons, or Home Portal users.

You can manage the e-mail content using XTRF tags. To add a tag, click the icon on the formatting panel

Send an e-mail from a template

  1. Click the New E-mail from Template button. You will be directed to the CRM New E-mail - Select Template page with a list of available templates.

  2. Click on the desired template. You will be directed to the New E-mail page.

  3. Provide the necessary changes in the template as described above.

  4. Click the Send button.