Sending Email to Multiple Activity Participants

You can send emails to multiple participants for an activity.

Note: : This feature has to be configured by your administrator and is available only in the enterprise license for Aurea.CRM.

To send an email to multiple participants, perform the following:

  1. Create an activity and add the participants to the Activity.
    Note: : You can also add a company to the list of participants.


  2. In the Activity window, click the Actions expansion header and select email action item. The following screenshot shows the Action header for an activity created with two participants and linked to a company.


  3. The email client window opens with the Subject and Body fields already pre filled and the activity participants are already loaded in the To field.


  4. Edit the subject, body, and the list of email recipients. Click Send to send the email.