Activities and E-mails

Learn about activities and e-mails.

Notifying Reps

You can send an e-mail to all an activity’s internal participants, e.g. if you need to reschedule the appointment.

To notify the reps:

1. Select Notify Recipients from the context menu of the activity.

   If your administrator has determined that e-mails are sent from your e-mail client, your e-mail client is opened. If e-mails are sent by via the Aurea CRM server, the following window opens:

   
   
   
2. Enable the check boxes next to the persons you wish to notify under Recipients.
3. You can add additional recipients to the Additional internal recipients and Additional external recipients fields.
4. The contents of the Subject and Text fields in the activity are transferred to the e-mail, but you can still edit them in the e-mail.
5. Use the following check boxes to carry out the corresponding action: Insert Aurea CRM web link, Insert Aurea CRM win link, Request a delivery receipt, Request a read receipt. Your administrator is responsible for defining which options are available.
6. If your administrator has enabled the corresponding option, click on Insert Signature to insert your e-mail signature.
7. The documents linked to the activity are added as attachments.
   Note: Your administrator can determine that certain types of files or files exceeding a certain size are not sent.When sending e-mails from your e-mail client, no attachments can be added.
8. Click on Send to send the e-mail.