Address Book

From Accelerator for SageCRM
Revision as of 11:33, 15 June 2021 by Sagecrmw (talk | contribs)
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)

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.

Click the button to open the dialog

Type some text to filter the data

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

TO is selected by default

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

Finally click OK to see added to the compose window