Send EMail to Consultants:

For the regular EMail, Salutation (Dear John:) and Signature is composed automatically.  Regular EMails can be sent to one Consultant or all Consultants.

Sending EMail to a Consultant 

1. Click Consultants on the Folder List to open Consultants.
2. If the Consultant is not visible, search the Consultant.
3. Right click the Consultant you want to send the Mail, and then click EMail Mail on the shortcut menu to show EMail Window.
4. Type the EMail Subject and EMail body text.
5. Click Send button, to queue your Mail into Outbox Folder. 

Sending Personalized EMail to all Consultants

1. Click Consultants on the Folder List to open Consultants.
2. Select the desired View (Ex. Employees - All)
3. Right click on any Consultant, and then click EMail Mail on the shortcut menu to show EMail Window.
4. Click Options button, to show EMail options window.
5. In the EMail options window, select All in the Current View in Mail To options, and then click OK Button.
6. Type the EMail Subject and EMail body text.
7. Click Send button, to queue your Mail into Outbox Folder. 

Sending Bulk EMail to all Consultants

1. Click Consultants on the Folder List to open Consultants.
2. Select the desired View (Ex. Employees - All)
3. Right click on any Consultant, and then click EMail Mail on the shortcut menu to show EMail Window.
4. Click Options button, to show EMail options window.
5. In the EMail options window:
   • select All in the Current View in Mail To options.
   • check Bulk Mail and then click OK Button.
6. Type the EMail Subject and EMail body text.
7. Click Send button, to queue your Mail into Outbox Folder.