Click on the Documents button at the top of the Account view screen:
The drop down list will show both HTML and RTF files.
Letters
Select an .rtf file in the drop down list and click the Next button. The system now merges the Document with the current Account and Contact Name and presents the next window:
Click the link to save the merged file on your PC. It is best to Save rather than Open because Open does not give you all Word functionality.
Click the Log letter button to add an entry to the Account's Contact History.
There is an option in the Area Setup that controls whether the full text is added to the contact history or just the name of the Document template.
Select a .html file in the drop down.
The system shows the document and opens in the internal word processor. The word processor works in the standard way.
The Recipient field is automatically populated with the Email Address from the Contact you selected.
The Subject is populated automatically with what you added in the Subject field in the Document editor. If you did not want to add a subject at that stage you will need to enter a Subject now.
The From Email is populated with either what is entered into the Document editor or what is added in the User Profile. If neither are populated it will also look to the Database Area.
Screen shots below from left to right: Document Editor - User Profile - Database Area.
Use the
button to select files to attach to the email from the local computer.
CC and BCC are ways of copying in another email address so they also receive this email. The BCC option is so you can blind copy another Email Address which the recipient will not see in their email.
Use the
button to insert the email address of the sales person attached to the current account.
Select the required Response from the drop down (for the Contact History entry).
Click the
button to send the email.
Click the
to just add an entry to the contact history.