Create Mail

Explanation

This activity is used to create e-mails from a business activity or a business opportunity.

Prerequisites

A business activity or a business opportunity must have been entered and saved.

System Effects

If the Office Add-In is used to send the mail, a business mail will be created and connected to the business activity or the business opportunity.

Window

Business Activity
Business Activities

Business Opportunity
Business Opportunities

Related Window Descriptions

Business Activity
Business Activities
Business Opportunity
Business Opportunities

Procedure

To create a mail from the Business Activity or the Business Opportunity window:

  1. Open the Business Activity or Business Opportunity window and search for the required record.
  2. Right-click and then click Create Mail to create a mail for the main contact of the record. To create a mail for any of the other contacts, go to the Contacts tab and select one or more contacts. Right-click and then click Create Mail. A mail will be created with the activity or the opportunity description as the subject and the e-mail address of the contacts as the recipient address.
  3. Write some text in your e-mail and click Send. To create a business mail and connect the mail to the activity, use Send and Save as New Document in the Office Add-In.

To create a mail from Business Activities or Business Opportunities windows:

  1. Open the Business Activities or Business Opportunities windows and search for the required record.
  2. Right-click and then click Create Mail to create a mail for the main contact of the record. A mail will be created with activity or opportunity description as the subject and the e-mail address of the main contact as the recipient address.
  3. Write some text in your e-mail and click Send. To create a business mail and connect the mail to the activity, use Send and Save as New Document in the Office Add-In.