Send Mail Function

Creating a 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 gives you more options to format your text
	You can click here to insert a link
	Click here to insert a file as ana attachmentlink
	This will give you options to insert a picture, Video, Grid, Emoji's, Special characters or Line breaks

In the white text box, create your newsletter then click Save and Close.

Once you have clicked save and close you will have a draft email to send 

Search	If you have a list of email templates you can use the search button to find a specific email
Add	Click add to do a new email
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

CRM Module> Activity> Email Mailing List

Highlight the mailing list you want to send an email to.

Click Send Mail

Select your newsletter from the drop-down menu

Attachment	Click Attachment to add an attachment to your email.
Letter Template	Select the email template from the drop-down menu that you want to send out .
View Letter	By clicking View Letter you will be able to see what the mail out will look like.
Subject	The subject line is automatically populated with you template description.
List Selection	Select the mailing list from the drop-down menu that you wish to send an email too.
Other Lists	By clicking the Other Lists button, you will be able to add multiple mailing lists to the email you are sending out
Activate BCC
Save	Click Save to save your template
Process	Click Process to send the email out
Close	Click Close to close this window

When you are ready happy to send out your email click Process.