Send an Email

These instructions will show you how to send an email to an individual name within the database.

  1. Select the Name you would like to email, this can be done by performing a name search.
  2. Locate the Email Address field and hover over it, you will see two icons appear to the right
  3. Click the Email (Envelope) icon to open the Compose Email Window
  4. Enter the Subject of the Email
  5. Choose any additional settings
    1. Use email to compose your email, enter your subject and complete your To/CC/BCC
    2. 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.
    3. Attachments allows you to add files stored locally on your machine.
    4. PCR files allows you to choose global, name, or company attachments related to the record.
  6. Select Send to send your emailemail_individual_record