Sending Email to Customers

To send and use Email from the Agiliron system, activate the "Emails" tab using the capability as described in Customize Left-Panel Menu Tabs section.

You will then see the "Emails" tab as shown below.

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If you select the "Emails" tab, the screen shown below is presented to the user.

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The "Emails" tab here shows the emails sent out from the system. To create a new email, select the "New Email" link.

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This brings up the form shown below to create the email.

  • If sending this email to one customer, select the "Contact" or "Lead" from the drop-down menu on the right.
  • Enter the "Subject" and "CC" recipients in the fields provided and add "Attachments" if needed.
  • Enter the message in the editor; use the appropriate controls in the editor to format the message. If this is a standard message (e.g. Thank you for the order), try selecting one of the existing communication templates by clicking the "Select Email template" button.
  • Click the "Save" or "Send" button to dispatch the email immediately or to save it for sending later.
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