Compose Emails
Use the Compose Email page to create an email.
Creating an Email
- In the Shortcuts menu, click Compose Email.
- To send an email in HTML format, select the Send HTML Email box above the body field and click the down-arrow below to use the HTML editor. Highlight the text and click buttons on the toolbar to apply standard formatting options such as font face, size, bold, italics, indentation and color. Additional buttons insert rules, hyperlinks, pictures, table and display the HTML source code.
- Enter information for the following fields:
- Team. Click Select and, from the Team list, choose the name of the team that is allowed to view the account or other records related to this email. If this email relates to another record such as an opportunity, select that record in the drop-down list.
- Assigned to. Click Select and, from the Users list, choose the individual assigned the account or other record.
- To. Enter the name of the email recipient or click Select to select an individual from the Contact list.
- CC. Enter one or more names of individuals from the contact list who will receive a copy of the email.
- BC. Enter one or more names of individuals from the contact list who will receive a blind copy of the email.
- From. Enter your name.
- Subject. Enter the subject of the email.
- Send HTML email. Select this box to send the email in HTML format.
- Use Template. To use an existing email template, select it from the drop-down list.
- Body. Enter the text of the email in this field.
- Edit Plain Text. Select this box to display the email in text format if an email client cannot render HTML code.
- Attachments. Click Add a file to attach a file located on your local machine; Click Add a Sugar Document to attach a file located in the Sugar repository. This attachment is listed as a note related to your email. To remove either attachment, click Remove.