Emails

You can use the Emails tab to send emails related to the proposal. Note that in order to send emails you must have an SMPT email server configured. Contact your system administrator if this needs to be set up.

Emails can be sent to users in the application or to unique contacts. If required, you can resend an email by opening the email and clicking Send. The application records the date of the last sent email and the number of times it was sent.

To copy or delete an email, click in the Actions menu and select the required action.

To create and send emails:

1. Click Proposal in the application menu and select the required proposal.
2. Click the Emails tab.
3. To add and send an email, click to open the Create Proposal Email window.
4. In the Create Proposal Email > Email Basic Information window:
   1. In Create Email From, select whether you would like to create a blank email or based on en email template.
   2. Click Next.
5. In the Email Identification > General Information section:
   1. Enter an optional Display ID, otherwise one will be automatically generated.
   2. The From field is automatically set to the configured email server.
   3. To determine to whom the email will be sent:
      1. To send the email to users in the application, click Add From Users and select the required users.
      2. To send the email to a new email, click Add Unique Contact and add the required information.
   4. Enter the Subject and Message of the email.
6. Click Send.

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