These instructions will show you how to send an email to an individual name within the database.
- Select the Name you would like to email, this can be done by performing a name search.
- Locate the Email Address field and hover over it, you will see two icons appear to the right
- Click the Email (Envelope) icon to open the Compose Email Window
- Enter the Subject of the Email
- Choose any additional settings
- Use email to compose your email, enter your subject and complete your To/CC/BCC
- Use send options to send as a meeting request, request a return receipt, and choose a level of importance. You can also choose to include a profile link, mark as private email, or combine all attachments into a single PDF document.
- Attachments allows you to add files stored locally on your machine.
- PCR files allows you to choose global, name, or company attachments related to the record.
- Select Send to send your email