Sending an email

This topic describes how to send an email using a built-in email editor in Sage CRM.

1. Open the new email window by doing one of the following:
   • Click | New Email.
   • Search for the customer you want to email and click the person’s or company's email address.
   • Click any email address in Sage CRM.
2. In the window that opens, specify Email options.
3. Enter your email text and format it using Text editor buttons.
   To find out what a toolbar button does, point to the button and read the tooltip. For example, you can insert bulleted and numbered lists, tables, images, highlight text, and add HTML content.
4. If necessary, attach a file to your email:
   • To attach a global file to the email, click the Search Select Advanced () icon. Locate and select the file, and click the Attach () icon. For more information, see Search Select Advanced.
   • To upload an inline image (GIF, JPEG, or JPG), click Choose File. Locate and select the file, and click Upload inline image.
   • To attach a local file to the email, click Choose File. Locate and select the file, and click Upload Attachment.
   • To remove an attached file from your email, click the Bin icon () beside the file name.
5. Configure Communication options.
6. Click Send.