Sending Emails from Actions
AdvisorEngine CRM enables you to draft and send an email from an Action using your email integration. The email will automatically be captured and linked to the originating Action.
Before you can use this feature, your firm and user need to have email integration configured. See Email and Calendar Setup
to get started.
- With the Action open in Edit Mode, click More > Send Email. If the Action has not been saved, it will prompt you to save first. A new browser window or tab will open for you to compose your email in the online Document Editor or Outlook Online depending on your setup.
- Draft your message as usual. The To field defaults to the Primary email address of the Record that the Action is associated with. The Subject line defaults to the Subject of the Action. Both may be edited prior to sending.
- When the message is ready, if you are using local Outlook, click . If you are using Outlook Online, open the Outlook Add-in tool and click . The email contents will automatically be captured, saved, and linked to the Action and you will be returned to the Action.
Sending Mass Emails
Note: Your email integration must be set up before this function is available. See Email and Calendar Setup for instructions on enabling this feature. Select Recipients and Launch the Email Editor Navigate to the Records Workspace. Use the checkboxes ...
Sending Single Emails
Note: Your email integration must be set up before this function is available. See Email and Calendar Setup for instructions on enabling this feature. Launching the Email Editor You can begin drafting an individual email from multiple areas of ...
Linking Items to Actions
AdvisorEngine CRM gives you the ability to link many other CRM components to Actions. This article will cover the possibilities in brief and link to the expanded details of how to link any particular item. The following components can be linked to an ...
Captured Emails Are Creating Unwanted or Incorrect Actions
Emails captured by AdvisorEngine CRM may have Actions associated with them. However, you can control which Workflow Template is used when the email is captured, and if using the Microsoft 365 email integration, can control whether an Action is ...
Adding New Actions or Workflows
Actions added to AdvisorEngine CRM must be created from a Workflow Template that can have any number of fields pre-populated. Many generic template options are included with your database. These may be edited or more may be created through Workflow ...