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This chapter is from the book

Send Direct E-mail

The option to quickly and easily send a direct e-mail exists for most entities in the system. Found on the toolbar next to Mail Merge (see Figure 7.44), it allows you to send an e-mail directly from CRM to one or more selected records.

Figure 7.44

Figure 7.44 Send direct e-mail option.

Note that until the e-mail router is configured, this option will not work unless you open the Outlook client.

The e-mail can consist of either a global or specific to the entity template (see Figure 7.45).

Figure 7.45

Figure 7.45 E-mail templates.

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