Procedures
You can send email messages and instant messages from the Info Center.
Related Topics:
- Send an Email Message to One Person
From the Contact Info Center, Employee Info Center, or Lead Info Center, you can send an email message to a single person. - Send a Broadcast Email Message to Multiple People
From the Contact Info Center or Lead Info Center, you can send an email message to multiple people. - Send an Instant Message to an Employee
You can send instant messages to employees from the Employee Info Center. - Create and Save an Email Template (Save for My Role)
If your Email Template Organizing security setting is Save for My Role, you can save email templates for use by team members who share your security role. - Create and Save an Email Template (Save Personal Only)
If your Email Template Organizing security setting is Save Personal Only, you can save an email template for your own use in any future session. You can rename, modify, or delete any template that you create. You cannot create or modify templates in the Global Favorites folder. - Create and Save an Email Template (Save for All Roles)
If your Email Template Organizing security setting is Save for All Roles you can save email templates for your personal use, for use by team members who share your security role, or as global options that any user of the current Info Center can access. - Modify a Saved Email Template
You can modify a saved email template. - Delete a Saved Email Template
You can delete a saved email template.
Parent Topic: Email Messages and Instant Messages