Sending Email from Deskflow

Send email to a person from just about anywhere that a Person record or People list is visible in Deskflow. If an email is marked as Invalid (shows a strike-through), then an email will not be sent.

This is a summary of the locations from which an email can be sent to a person:

People View:

•From the Person tab (email is sent to the highlighted email address if there are multiple addresses). Note that if the email address is marked invalid (address has a strike-through) then the email will not be sent.

•From any other People tab.

•From an Assistant's record in the Employment History tab.

•From a document record in the Documents tab.

•From resume/CV record in the Resumes/CVs tab.

•From a list of People.

Companies View:

•From a Contact.

•From a list of current contacts.

•From a list of previous contacts.

•From a document record in the Documents tab.

Projects View:

•From a Client team member.

•From all of the seven Candidate lists in the Research tab.

•From a Contact Register.

•From the Appointments list in the Internal Interview tab.

•From a Presented Candidates list.

•From the Client Interview Appointments list in the Client Interview tab.

•From a Document record in the Documents tab.

My Projects View:

•From a Primary Client Contact in a My Projects list.

•From a List of Candidates in a My Projects list.

Job Orders View:

•From a Requestor in a General tab.

•From an Invoice to Person in a General tab.

•From a Reports To Person in a General tab.

•From a list of Candidates in the Considered Candidates tab.

•From a list of Candidates in the  Applicants tab.

•From the Appointments list in the Internal Interview tab.

•From a list of Candidates in the Presented tab.

•From the Candidates for Interview list in the Client Interview tab.

•From a Document record in the Documents tab.

•From a Task Contact in a Tasks tab.

My Job Orders View:

•From a Primary Client Contact in a My Job Orders list.

•From a List of Candidates in a My Job Orders list.

Opportunities View:

•From a Lead Contact in the General tab.

•From a Contacts list in the Contacts tab.

•From a Document record in the Documents tab.