Sending E-mails Directly from an Activity or Note

Your administrator can configure your e-mails to be sent in the HTML format.

This setting is done in the Rights > configuration > Connection Setting for SMTP (in General Settings) > Format.

Note: Ensure that you have Microsoft Word installed on your system as Aurea CRM Win uses Word to edit e-mails in the HTML format. If Word is not installed you encounter the error message Cannot initialise word application.

To send e-mails directly from an activity record:

  1. Switch to the activity record.
  2. Enter the e-mail's text in the Text field.
  3. Enter the e-mail's subject in the Subject field.
  4. Save the activity.
  5. Select File > E-mail from the menu. Your e-mail client is opened.
    • The To field contains the e-mail address of the company or person. If several e-mail addresses entered for a company or person, select the desired address from the dialog.
    • All activity participants with the status Required (apart from yourself) are also entered in the To field.
    • All optional activity participants are entered in the Cc field.
    • The Subject field contains the subject entered in the activity.
    • The body text contains the text in the note or activity.
    • If the Activity/Note is linked to one or more documents a message is displayed. You can determine whether to include the documents as attachments.
  6. Edit the e-mail and send it.

Sending an e-mail from a note is similar. However, only the text and the e-mail address of the parent company/person are transferred to the e-mail.