Create Mail

Explanation

This activity is used to create e-mails from a business activity or a business opportunity.

A business activity or a business opportunity must have been entered and saved.

If the Office Add-In is used to send the mail, a business mail will be created and connected to the business activity or the business opportunity.

To create a mail from the Business Activity or the Business Opportunity window:

Open the Business Activity or Business Opportunity window and search for the required record.
Right-click and then click Create Mail to create a mail for the main contact of the record. To create a mail for any of the other contacts, go to the Contacts tab and select one or more contacts. Right-click and then click Create Mail. A mail will be created with the activity or the opportunity description as the subject and the e-mail address of the contacts as the recipient address.
Write some text in your e-mail and click Send. To create a business mail and connect the mail to the activity, use Send and Save as New Document in the Office Add-In.

To create a mail from Business Activities or Business Opportunities windows:

Open the Business Activities or Business Opportunities windows and search for the required record.
Right-click and then click Create Mail to create a mail for the main contact of the record. A mail will be created with activity or opportunity description as the subject and the e-mail address of the main contact as the recipient address.
Write some text in your e-mail and click Send. To create a business mail and connect the mail to the activity, use Send and Save as New Document in the Office Add-In.