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This text refers to program version 6.2  

Operations Menu - Send E-mail

Use this function to send the Customer Letter to all recipients by email. The Header in the Customer Letter will be the Subject in the emails. The Signature in the Customer Letter will be added to the end of its Text to form the main text in the emails. The recipient email address will be taken from the Customer Letter (if the Customer field on the 'Customer Selection' card contains a single Customer or Supplier and if the One per Contact box is not ticked) or from the relevant records in the Contact register (otherwise). Each email address will be checked to see if it is valid (i.e. contains the @ character) before an email is sent to it. The return address (sender's address) will be taken from the Reply To (Email) field on the 'Header' card of the Customer Letter record, from the current user's Person record or from the User Address field in the E-Mail SMTP Server setting. Because both the sender and recipient will be email addresses, the emails will not appear in anyone's Mailbox, but they will be visible in the E-mail Queue in the Technics module.

To use this function, you must have saved the Customer Letter (there is no need to approve it), and you must have configured the Gateway and the E-Mail SMTP Server setting. Please click here for full details about configuring the Standard CRM mail system.

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In this chapter:

• Introduction
  

• Entering a Customer Letter
  

• Inspecting and Approving Customer Letters
  

• Printing Customer Letters
  

• Operations menu, including:
  
  • Letter List
    

  • Send E-mail
    

  • Create Activity

Go back to:

• Home page for Customer Letters manual
  

• Home page for Standard CRM manual

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