Sending Email from Applications

You can send email messages from any context (location) within the application. Your administrator can configure the application so that you can use context-specific email message templates to improve efficiency and standardize replies for the types of communications that occur frequently.

Applications support user choice regarding the software for Send Email. The choice of software is determined by the value of the Email Client user preference setting in your application.

To send an email from the application

  1. Navigate to the screen that you want.

  2. Select the record for which you want to send the email.

    On some screens, data associated with the selected record might be inserted into the email.

  3. From the application-level menu, choose File, then Send Email.

    The Send Email dialog box appears, which contains the following elements:

    • The following fields: From, To, CC. Bcc, Subject, Body.

    • An input box for the message.

    • The following buttons: Send, Cancel, Change Language Locale.

    Note: On some screens, the Pick Recipients dialog box might appear. If this dialog box appears, then select a recipient (or select None) from the list, and click OK.

  4. Complete the fields in the dialog box as required.

    Verify that the From field includes your profile name. If this field does not include your profile name, then select a profile name from the drop-down list for this field. If no profile is available, then contact your administrator.

    You can select a template containing predefined text for the email from the drop-down list for the Body field.

  5. (Optional) Complete the following additional steps:

    1. Attach literature and other files to the email by clicking Add Literature (the open book icon) or Add Attachment (the paperclip icon) next to the Attachments field.

      Launching the Send Email dialog box from an attachment record automatically attaches the file in the attachment record to the email.

    2. If you select HTML as your Default Message Format user preference, then edit aspects of the message text, such as font size, font color, paragraph justification, and so on. For more information, see Using the HTML Editor.

      The email recipient sees this formatting if the recipient’s email client software supports HTML.

  6. Click Send to send the email.