Cimmaron Software On Demand Technical Support

To send an email to a client:

1. Use the Client Finder to find the client that you would like to send an email to.  Once the client appears in the results grid on the Client Finder screen, double click on the client row to display the Client Detail screen.
2. Click on the Activities tab.
3. Click on the drop down portion of the Add button (the little arrow on the right side of the button) and select 'Outbound Email'.
4. Enter a subject for your email in the Subject field. The subject will be the subject line of the email that is sent to the client. (For any other type of activity, the subject will appear as a description of the activity.) The status will default to Pending and should not be changed.  The category will default to Outbound Email and should not be changed.
   
   
   
   
5. From inside the Due Date pane select a due date and/or a time for the email to be sent.  To send the email immediately, leave the current date selected.
6. There are two methods for creating the body of your email message, Text or Web. If your email needs no formating, colors, graphic, or mergeing you can simply type the the message directly into the Text area and if you are an Outlook users, clicking the Signature button will pop in your Outlook signature.  The perferred method to send out an email is the Web option, which allows you to select prebuilt email templates, display corporate logos, link to document, merge data, and format your text. These are also known as HTML emails and are a great way speed up the process and deliver a higher quality branded message to your clients (see How do I create a new email (HTML) template for instructions on creating a web template). To send a Web Email:
1. 1. Click the Web tab above the body of the email message.  
   2. In the folder pane of the Select Files screen, navigate to the folder containing your template (usually under the Templates folder).
   3. Highlight the template you would like to use and click Select.
      
       
      
   4. The Select Files screen will close and the web template will appear in the text box on the screen.  To edit the message body, click the Edit button (located next to the Select button).
7. To add an attachment to the email:
   1. Click on the Attach button to display the Select Files screen.
   2.  Navigate to the folder that contains the file that you would like to attach.
      1. Highlight the file then click the Select button at the bottom of the screen.
      2. The Select Files screen will close and the file name will appear next to the Attach button. Right click the file name to Edit, Print, View or Delete  the file.
8. Leave the Status to Pending and click Save. The email will be sent out automatically on the due date and marked as Complete.