You can send email from any of the windows within Synergetic that display the details of a community member.
There are three possible email windows you might see:
Send Email(s) window
You will always see this window if you start email by right clicking on a grid and selecting Email Record or Email All Records.
Note: The CC: field is not always displayed.
Depending on how Synergetic email is set up at your organisation, you may also see this window when you click on the email icon to start email.
See Using the Send Email(s) window for more information on this window.
Send Email window
You will see this window when you click on the email icon , if your Synergetic system's administrator has configured your email to use a MAPI profile. Otherwise, you will see the Send email(s) window above.
Note: See UseMAPI configuration setting in the System maintenance manual.
See Using the Send Email window for more information on this window.
Send Email to Tag List window
You will see this window when you click on the Tag List window. This allows you to send an email to the whole tag list.
This window allows you to use merge fields to individualise the emails as you can in a mail merge letter in Microsoft Word.
Last modified: 12/03/2013 4:16:43 PM
See Also Communicating with community members Configuring automatic notifications |
© 2013 Synergetic Management Systems. Published 15 October 2013.