Compose Emails
Use the Compose Email page to create an email.
Enter information for the following fields:
- From. Enter your name.
- To. Enter the name of the email recipient or click Select to select an individual from the Contact list.
- CC. Enter one or more names of individuals from the contact list who will receive a copy of the email.
- BCC. Enter one or more names of individuals from the contact list who will receive a blind copy of the email.
- Subject. Enter the subject of the email.
- Use Template. To use an existing email template, select it from the drop-down list.
- Body. Enter the text of the email in this field. you can use the toolbar above the body field to format the email such as adding bullets and changing the font.
To send an email in HTML format, click the HTML link above the body field and enter the text in the HTML Source Editor window. Click Update to view the contents in the Email body field.
- Edit Plain Text. Select this box to display the email in text format if an email client cannot render HTML code.
- Attachments. Click Add a file to attach a file located on your local machine; Click Add a Sugar Document to attach a file located in the Sugar repository. This attachment is listed as a note related to your email. To remove either attachment, click Remove.
Click Save to create the email; click Cancel to exit the page without creating the email.
Archive Emails
Use the Create Archived Emails page to archive emails that you sent or received from your contacts and other users.
Copy the email into the Archived Email form. To associate it with a specific sugar record, select the related module from the drop-down list above and click Select to specify the record. The archived email is listed in the History panel of the related record.