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Introduction
» My-CRM
Using My-CRM
» Logging onto My-CRM
» Setting up My-CRM
» Setting up User Access
» Synchronise Outlook
» Navigating around My-CRM
» Create New Customer Record
» Create New Opportunity
» Create New Quotation/Invoice or Purchase Order Record
» Create Recurring Invoice
» Copy Existing Invoice
» Record Invoice Payment
» Item Maintenance
» Create Discount Item
» Create Project/Issue
» Enter Project Time & Billing
» Create Project Invoice
» Create Diary Event
» Using My-CRM on Network
» Email Settings
» Importing Data
» Attaching Document
» Contact Clipboard
» Invoice Clipboard
» Filters
» Sending Emails
» Mail Merge
» Modifying Reports & Invoices
 

Sending Emails

My-CRM has the ability to send emails to individuals or to a group of contacts. To send an email click on the "Email" button on the toolbar Send Email

You will then be presented with the following screen

Send Email

Selecting either of the first two options will present you with the Email Send form as shown below

Email

Enter your email details as you would in any other email client. Click on the "Attachments" tab to add and remove files to your email. Click on the "Send" button to send your email

You can also store email templates that can be used over again by click on the "Send an Email Template to all contacts in the current list". you will then be presented with the template list as shown below

Email Templates

Click on the "Add" button to create an Email Template using a form similar to the Email Send. After saving your template click on the "OK" button to send it to your current contact list

Confirmation

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