1.
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On the Communication tab, click New Communication and click Email with ChamberMaster / MemberZone or Email with Outlook.
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2.
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If selecting Email with ChamberMaster / MemberZone, edit the Send an Email fields. See Figure 4-3 and Table 4-2. If selecting Email with Outlook, complete your own email screen and send using your own familiar steps. See “ Email Sending Options” for more information.
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To: Select the email address for the one who should receive this email. Names and email addresses displayed here are pulled from the
Contact Information area on the
General tab and the individual rep’s email addresses on the
Rep tab. Edit these locations to change the email addresses displayed here. The email address from the
General tab is the default address displayed.
From: Select the email address for the one who should be displayed as the sender. Names and email addresses displayed here are pulled from the current list of staff names. Edit the names and email addresses displayed under
Employees/ Reps in the
Setup menu to change the email addresses displayed here. The email address of the logged-in staff person is the default address displayed.
Subject: Type a subject for this call. The
Subject is used as a title for this entry. Leaving this field blank results in a title of
[not specified], which cannot be changed later. (Maximum characters = 100)
Email Text: Type your email message here. Use standard formatting selections to customize your message.
Attachments: To add an attachment click
Add/Remove Attachments and follow the directions on the screen.
Include carbon copy to sender: Click to select the
Include carbon copy to sender check box to receive a copy of this message at the
From address listed above.
Task: Select a task item that indicates the nature of this communication. If the desired task item is not listed, create your own under Setup->Correspondence Categories. These task items are then available as a
Task item across all member records. The ability to add new task items is only available to staff with Administrator level permissions.