Sending Emails from Actions

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.

Note: Before you can use this feature, your firm and user need to have email integration configured. See Email and Calendar Setup to get started.
  1. 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.
  2. 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.
  3. When the message is ready, if you are using local Outlook, click Send. If you are using Outlook Online, open the Outlook Add-in tool and click Merge & Send. The email contents will automatically be captured, saved, and linked to the Action and you will be returned to the Action.