Send a follow-up as an email

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  1. Right-click the required follow-up on the Activities section tab in the Company, Contact, Diary, Sale or Project screens, and select Send as email.

  2. A message is opened in your email program:

    • By default, the address of a specified contact is entered in the To field.

    • The follow-up type and description from the dialog for follow-ups is inserted in the subject field.

    • Edit the email message as required. For example, you can add more recipients.

      Note

      This information will not be updated in SuperOffice CRM.

  3. Click Send to send the message.