Sending E-mail

Learn about e-mail sending user interface.

You can send e-mails directly from within Aurea CRM web:

• Click on an e-mail address in a customer record to send an e-mail to that address.
• Click on (Send as E-mail) in a record.

  If you send a record using this option, certain data is automatically transferred from the source record to the e-mail. For example, the following are transferred when sending an activity:

  • To: The name of the contact person and the name of additional participants (e.g. in an appointment) and the responsible rep.
  • Cc: The current rep (the one sending the e-mail)
  • Subject: The activity's subject
  • Text: The contents of the Text field in the activity record.

When sending e-mails via the server:

• All linked documents are included as attachments
• The e-mail is sent automatically; you cannot edit it
• Unicode characters are supported

When sending e-mails from your client:

• No attachments can be sent
• HTML mails are not supported