HOW TO SEND AN EMAIL:

1. To send an email you need to click on the  button in the Clear Activity Page or in the Customer Details Page
2. The Write Email page will open.  Select the template you wish to use.  For a generic email, select
    email template 1)Email Body Events Team  
   
   There are numerous templates you can choose and edit to send to the customer. 
   
   
3. Check Recipient email is correct.
4. If you want to CC another customer or staff member, you can manually type the email address or copy and paste their email address into the CC field.
1. To copy and paste an email, click on Customer menu, right click on Search.  Search for the customer you wish, select the name and copy and paste the email into the CC field.
5. There is no need to BCC a customer or staff member.  If you do need to BCC an email, then manually type the email address or copy and paste it in the BCC field.
6. Type or edit the Subject Heading.
7. Check the email to make sure you have the correct template.  Type any additional information for the email.
8. Scroll down and click on the  button.
9. After clicking on the  button, you will be asked if you would like to create a follow up.
   
   
   
1. If you click   This will open up a new page for you to create a follow up activity.  The email will be sent and saved as a history on the customer's account.  Then a new page will open for you to schedule a follow up.  Refer to Follow Up
2. If you click  it will send the email to the email addresses entered and will save a history in the customers account.
   
   
3. Close the tab to finish action.