Sending an email from an action

When an action is added to a job the user has the option of sending an email to the client, the staff member allocated the job or any other concerned parties.

Use

1. Select the job.
2. Open the Add new Action screen by clicking on the Add new action button.    
3. Fill in the new Action details.
4. Click on the Show email details button of the Action screen. This will activate the Email section. Select the recipient's of the email.
5. Click on the drop down box and select an email template OR, 
6. Click on Compose.  This will open the Mail Editor.
7. Compose your email.
8. Click on OK.

See also

Email Template Overview

Sending email from an action - Email template tip