1. Send Email to Individual Client

Look in the Actions column on the right and click the Envelope icon witht he plus symbol.  This presents you with the Notes & Communications: Compose Email window.

  • Enter any other email addresses you’d like to send to in the CC or BCC fields
  • Enter the Subject for the Email
  • Choose the style from the drop down menu
  • Choose the Template from the drop down menu – if required
  • Enter the Email body or modify your template as required. You can add formatting using the toolbar
  • Check the box if you would like a read receipt
  • Click to attach a document to the email if needed
  • Click send

Your email will be sent to the recipient.

 

2. Send Email to Multiple Clients

Filter and Select multiple Clients:

  • Navigate to the Clients screen in your main navigation menu on the left
  • Select the desired Clients either by:Selecting individually using the checkbox to the leftSelecting all Clients on the screen by clicking the checkbox to the top of the columnUsing the ‘Select All’ link to the right of the Filter button at the top of the list – this differs from the above in that you will select all the Clients, from all the Pages listedUsing Advanced Search to filter your list of Clients

Once you have the required Clients selected:

  • Choose ‘Write Email’ from the dropdown actions box
  • Click Apply
  • Enter any CC or BCC recipients
  • Enter the Subject
  • Choose a style and template if needed
  • Enter the Email body or modify your template as required. You can add formatting using the toolbar
  • Check the box if you would like a read receipt
  • Click to attach a document to the email if needed
  • Click send

Your email will be sent to the selected Clients.

Did this answer your question?