Send Mail Function

Creating a Mail

mail Template 

CRM Module> Configuration> Email Template

Click Add

Code	Add a code or Name for your newsletter
Description	Add a description for your newsletter, this will also be your Subject Line in your email
Type	Select your email Type (Customer/Debtor, Creditor/Supplier)

	Makes Text Bold
	Makes text Italic
	Here you can underline, Add Subscript, Change Font and Font Size, Text and Background  Colour, etc.)
	Select to have your text aligned to the left
	Select to have your text centered
	This Processgives mailingyou listmore isoptions theto partformat thatyour allowstext
	You can click here to insert a userlink
	Click here to prepareinsert thea messagefile as an attachment
	This will give you options to beinsert sent.a Itpicture, hasVideo, fiveGrid, buttonsEmoji's, Special characters or Line breaks

OnIn the white screen,text that’sbox, wherecreate theyour messagenewsletter detailthen isclick goingSave and Close.

Once you have clicked save and close you will have a draft email to besend and can be formatted according to users preference

Subject – Message subject

List

–Thedropdownarrowbottompart attacheitheradocument or picture related to the message and has five buttons

Save– saves the mail

Process – Processes

Search	If allowsyou have a user to select a the one list but while the tree search allows a multiples of email lists templates Helpyou –can givesuse the headersearch andbutton to find a mustspecific Copyemail the
Add	Click add to the header and the message will be read “Dear [ContactFirstName]” when processing Attachment– allowsdo a usernew toemail
Edit	Highlight the email template you would like to edit and then click Edit.
Delete	Highlight the email template you would like to delete and then click Delete.
Print	This will print a list of all your templates

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Sending an Email

 

Close – Closes the mailing mail list