Send Email

Send Email

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Email messages are tracked in the Activity History section of Related Information
Managing your contacts includes keeping an updated address/phone book. You can send email messages to your contacts from within the platform and track the communications automatically.


Email Messaging from a Record

Use the [Email] button in Accounts, Contacts, Prospects, and User records to send an email message. You can attach one or more files and specify multiple recipients. This email becomes a task that is tracked as an activity associated with the record. You can define follow-up tasks, add appointments, and send additional notes related to this record.


Note: The [Email] button appears in the record only if the Track Activities option is enabled for the object.

When you send an email message from a Data Policy, you get extra TO/FROM options. See Send an Email Message from a Data Policy for details.

Users can also send email from the Documents and Reports tabs. See Email for more information.

Send a Message from a Record

To Send an Email Message from a Record:

  1. Open an object that contains the record of interest
  2. Click the record to open the details page
  3. In the Related Information section, click the [Send Email] button
  4. In the email page, specify information under the Address Details section:
    Enter a name or click the Lookup Image:lookupicon.gif button to select from a list of recipients
    Related To
    The object and record automatically appear in the Related To fields
    Optionally, select another object and record to change the association
    Cc (Carbon copy)
    The name(s) of those you want to receive a copy of this email message; Enter multiple names separated by commas, or use the Lookup button to select from a list
    Bcc (Blind carbon copy)
    The name(s) of those you want to receive a copy of the this email message, but whose email names and addresses will not appear as recipients.
  5. Optionally, choose an Email Template
  6. Enter a Subject for the email message
    Editor Type
    The type of editor to use; For more information, see Editors
  7. Enter the message in the Details text area
  8. Optionally, include Documents as attachments; Use the Lookup window to display a list of available documents
  9. When ready, choose one of these options:
    • Click the [Save Draft] button to save a draft of the message without sending
    • Click the [Preview Email] button to view the message before sending
    • Click the [Send] button to send the email message

A message appears confirming that the email has been sent. Summary information about the email (the Date, Status, and Assigned To fields) appears under the Activity History in the record.

The email now becomes a completed task, and clicking on the email Subject opens the Tasks page, where you can perform all task-related activities.

You can also click the Send Note link under Activity History in the record to send additional information about this record to the task owner and other recipients.

Work with a Saved Draft

To return to a saved email message:

  1. Open the object and click the desired record
  2. Click the [Send Email] button
  3. Click the Drafts link to view a list of saved messages
  4. Click the draft of interest and continue editing
  5. Optionally, save the draft again, or send the message

Email Messaging from a Data Policy

Email messages can be sent from records in any prospect, account, contact, opportunity or Custom Object that contains a valid email address.

When sending email messages to a Contact, a copy of the email message is tracked with the Accounts page, as well as the Contacts page.

Email messages sent from the platform are included in the activity reports. Email messages can be accessed from many areas in the platform.

Use Template Variables to customize email messages.

To Send an Email Message from a Data Policy, see: Add Actions to a Data Policy.


If you receive an email message regarding a task and are not logged in to the platform, click the View Details link in the email message. A web browser will open to the Login page. Login to the platform and then view the Task details page for this new email-associated task.

Template Variable Tool

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