Email Outgoing

oThe Outgoing Emails CRM type is used when creating a CRM record to generate an email to be sent to a client or creditor, attachments can also accompany the outgoing email.

o In addition to the email itself, the user can also add notes and documents/files to the CRM record, the record can also be assigned to a specific user.

oTemplates can also be used if available in order to expedite the CRM record capturing process.

oUpon saving the CRM record, the email contained in the record will be sent if the "More Action Required" check-box is not checked.

orespective clients or leads or they can simply be saved for later processing.

oThe user must insert email server settings and Master Data, Email Settings.

EmailOutgoin

This is an example of the Outgoing form

 

EmailOutgoing1

Minus18The following can be found on the Outgoing Emails Form:

·Type:

oThis will display the type of communication that will be inserted.

 

·Assign Communication To Client:

oAllows the user to assign the communication record to a client.

 

·Assign Communication To Obligation:

oAllows the user to assign the communication record to an obligation.

 

·Assign Communication To Creditor:

oAllows the user to assign the communication record to a creditor.

 

·Other:

oAllows the user to assign the communication record to any other communication.

 

·First Names:

oDisplays the first names of the selected client.

 

·Surname:

oDisplays the surname of the selected client.

 

·File number:

oDisplays the database file number of the selected client.

 

·Telephone:

oDisplays the home number of the selected client.

 

·Cell:

oDisplays the Cell number of the selected client:

 

·Email:

oDisplays the email address of the selected client.

 

·ID Number:

oAllows the user to select the client for which to create the CRM record (Automatically inserted if CRM record is added from the Client Browse CRM control).