Sending an email from an action
When an action is added to a job the user has the option of sending an email
to the client, the staff member allocated the job or any other concerned
parties.
Use
- Select the job.
- Open the Add new Action screen by clicking on the Add new action button.
- Fill in the new
Action details.
- Click on the Show email details button of the Action screen.
This will activate the Email section.
Select the recipient's of the email.
- Click on the drop down box and select an email template OR,
- Click on Compose.
This will open the Mail Editor.
- Compose
your email.
- Click on OK.
See also
Email Template
Overview
Sending email
from an action - Email template tip