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User Guide to Sending Emails from ChilliDB

Updated: Feb 24, 2022

This guide will cover how users can quickly send emails to their contacts in ChilliDB.

The first step is to make sure the contact record has at least one email address connected to it. If it doesn't, users can add one by editing the contact. If a user does not have the necessary permissions to edit the contact, they will need someone with permission to do this for them.

Once an email address is available, users can access the 'send message' options by navigating to the letter icon at the top right of the screen. If fax or sms is enabled, options to send either of these will be available too. The 'send message' popup can also be accessed by clicking a communication address directly from a display page or from the results of a search that has been conducted. This will automatically populate the 'To:' field with the chosen contact(s)/organisation(s) email address.

In the Send Message screen, underneath the 'Actions' menu, users will find options for changing their message profile, using message templates, scheduling a send time and saving the email as a draft.

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