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:
- Open the Business Activity or Business Opportunity window
and search for the required record.
- 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.
- 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:
- Open the Business Activities or
Business Opportunities windows and search for the required
record.
- 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.
- 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.