1.Open the desired folder and select the desired Template by clicking on it

2.Click on the button.

Email editor

3.The TO address field is already populated with selected customer's email address.  

4.In CC field, any additional email addresses can be entered manually, or

➢Click on the button.

➢Select E-Mail Recipients form opens.

Select E-Mail Recipients form

➢ All customers that have email addresses entered are displayed on Customer list. If the customer has additional people with email addresses like Contacts or Practice Doctors, the email addresses are displayed on the Contacts and Practice Doctor list when the specific customer is selected.

➢ Right click on the desired record and click on Add to Recipient List.

➢When the Recipient List contains all the email addresses desired click the Select button and the email addresses will display on the Send email form in CC field.

5.Enter a Subject .

Note: Subject field is combo box meaning that you can type in it  or select from previously defined subjects in File > Global Settings > CRM Lists > Customers > E-mail Subject

6.You may edit the email and add attachments before sending.

Please Note: The original template will not be altered by any changes made in the Send email form, changes to the template can only be made in the Email Templates Manager.

7.Once you are satisfied with the email, click Send.

The following options are also available on Send E-mail form :

➢Add Merge Field -  - select from any available fields. The mail merge is a very useful feature allowing you to personalize the email as opposed to a generic email. For example, instead of saying “Dear Doctor,” you may insert a merge field which looks like “Dear <<?Customers.CustomerFullName?>>,”. When an email is sent, the merge field is automatically changed to the respective Customer name.

Please note: Your email will not look professional if the merged field is blank

➢Merge Preview - - If you would like to see how the email will look before actually sending it, click on the merge preview button. To return to the template editor, click End Preview.

➢Attach  - -You may send attachments by simply clicking on the attach button and attach any desired documents.

➢Send Test - - When sending a broadcast email, it is always a good idea to send a test email to make sure it looks the way you had intended. You may also find and remove some words which might cause the email to be trapped by junk mail filter.

➢Print - - If you wish to print the email click on print.

➢Available Tools - - The template editor is a HTML editor allowing basic editing functions such as font, color and so on. You may embed an image, link an image, add hyperlink, and so on. You may edit the templates at a later time by selecting the template and clicking open.