Email to Company Contacts

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To Send Template-driven Email to Company Contact(s):

1.Either multi-select Contacts or use the whole list.

2.Click the Outlook icon above the list. The Select Email Options dialog box appears:

3.Choose one of the "send an email to.." options.

4.Select the Compose your e-mail using a Template option.

5.Select Sending format (usually HTML) and Priority.

6.Select a merge template from the Template Manager.

7.Enter subject for the email.

8.Optionally attach additional documents.

9.Select Database space saving options.

10.Click OK to send bulk email.

 

Example: Select Email Options with template

SelectEmailOptionsB

 

To Send Non-Template Email to a Candidates List in a Project or Job Order:

1.Either multi-select Contacts or use the whole list.

2.Click the Outlook icon above the list. The Select Email Options dialog box appears:

3.Choose one of the "who do you want to send to" options.

4.Select Compose your own e-mail  from the E-mail Composition Options.

5.Select TO or BCC option.

6.Click OK.

 

Example: Select Email Options without template

SelectEmailOptions2B