Compose an email

Some tooltip text!

• 4 minutes to read

 • 4 minutes to read

No matter where you are in SuperOffice CRM, you can compose a new email message by clicking the New button in the top bar.

A simple way to create an email message:

1. Select New > Email.

2. In the Mail dialog, click in the To field, and start typing the name of the contact you want to send the message to.

3. Select a contact in the list of results. You can also click to select a recent contact.

4. Repeat step 2 and 3 to add additional recipients.

5. Optional: Click Cc/Bcc to send copies or blind copies to other recipients.

6. In the Subject field, enter a brief description of what the message is about.

7. Click the message field and type in your message.

8. To include an attachment in the message, click at the bottom of the window. In the Attachment section that displays at the top of the window, you have the following options:

   • Click Upload files (or drag here) to browse to and add a file from a disk or server.
   • Drag and drop a file from Windows Explorer to the Attachment section.
   • Click Select a CRM document to select a document in SuperOffice CRM.

   Tip

   To save the message temporarily and complete it later, click in the top-right corner. The message will then be saved in the drafts folder.

9. To include an FAQ, a reply template or a quick reply in the email message, click at the bottom of the window.

   Select one of the following options and browse the folders. You can also enter search text in the top field, or click the relevant icons to access history and favorites.

   • FAQ: Inserts a link to an FAQ in SuperOffice Customer Centre. Only FAQs that are accessible to everyone and that are published, are available here.
   • Reply templates: Inserts the template text.
   • Quick replies: Inserts a quick reply.

Quick reply

A quick reply is a pre-defined text that you can use in an email message. It is similar to reply templates, but it is much easier and faster to create a quick reply. The quick replies you create are available only to you.

Steps:

1. Click Edit.
2. In the Quick replies windows, click Add. A new reply is added to the list.
3. Click the New name field and enter a title for the quick reply. This will not be visible to the customer.
4. Click the New content field and enter the reply text you want to send to customers.
5. Click Save. The window closes and the new quick reply is saved.

When you finished the message, and want to send it, you have the following options:

• To send the message straightaway, click the Send button.
• To send the message and archive it as a document in SuperOffice CRM, click Send and archive. The Document dialog opens. How to create a document.

Tip

If you do not archive the message when you send it, you can still go to the sent folder and archive the message.

The signature template at the bottom of the message can be edited in Personal settings > Edit personal signature.