Maximizer CRM 11 Help

Send Email Options

In the Send Email dialog box, you can specify how the email will be sent and set logging options. Here are some points to keep in mind:

Select Separately to send a separate email message to each Address Book entry.

If you want to send the email message to more than 1,000 entries at a time, you must either select the Separately option or select the entries in groups of 999 or less.

Select One email to send one email message to all the selected entries at once.

Select the Save copy to entry’s documents option to save the message as a document for the entry.

Select the Log to notes and Include message body options to save the message to the note created.

These options are unavailable if logging is disabled for email in your logging preferences. (On the Setup tab, select Preferences, and select the Logging tab.)

Click the Logging Details button and then the Assign More button to log the email details to additional Address Book entries.