You can email Customer or Company information from the CRM Customer or Company record, provided that the Use Accounts Open Interface (AOI) parameter on the System Flags tab on the NL System Parameters form is set to Y.
To send an email from CRM:
From the Menu bar on the Customer Record or Company Record select Customer options > AOI Quick Mail or Company options > AOI Quick Mail as appropriate.
The Compose Mail Message form is displayed.
Complete the form and click Send.
Your message is sent to the specified recipient or recipients.
Menu bar Toolbar Action File > Send Sends the email. File > Save Saves the composed email. File > Close Closes the compose email function. Tools > Font > Fixed Enables you to change the email text font. Tools > Font > Prop Enables you to change the email text font. To: Recipient's email address (if there is more than one, separate the addresses with a semi-colon).
Cc: Email address of person to receive a courtesy copy of the email (if there is more than one, separate the addresses with a semi-colon).
Subject: Subject of the email.
Message box: Contents of the email.
Buttons:
To: If the address is known, sends the email to the email address specified. If it is not known, enables you to create a new address book entry.
Cc: If the address is known, sends a courtesy copy of the email to the email address specified. If it is not known, enables you to create a new address book entry.
