Address Book: Difference between revisions

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(Created page with "The Address book will allow users to search for any person that is in your CRM system and get their email address. This appears in the email compose window and appointment c...")
 
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This appears in the email compose window and appointment compose windows.
This appears in the email compose window and appointment compose windows.
[[File:addressbook1.jpg]]
Click the button to open the dialog
[[File:addressbook2.jpg]]
Type some text to filter the data
[[File:addressbook3.jpg]]
Click on the row to add to the current selected field (TO, CC, BCC)
TO is selected by default
[[File:addressbook4.jpg]]
To change click on the field
EG CC
and then click on the row to add it

Revision as of 11:27, 15 June 2021

The Address book will allow users to search for any person that is in your CRM system and get their email address.

This appears in the email compose window and appointment compose windows.

File:Addressbook1.jpg

Click the button to open the dialog

File:Addressbook2.jpg

Type some text to filter the data

File:Addressbook3.jpg

Click on the row to add to the current selected field (TO, CC, BCC)

TO is selected by default

File:Addressbook4.jpg

To change click on the field EG CC and then click on the row to add it