Templates | Define email templates in Settings Other E-mail templates. Or you can send an individual email without pre-defined template. |
Email is pre-filled automatically from Client card. You can change it here. | |
Sender | Select one of the system emails from which the email is going to be sent. The system stores last selected sender and pre-fills it the next time. |
Subject | You can define it in templates, or change it here. |
Email body | Formatting a text is similar to common text editors. |
Attached documents | Check files to attach them. Current file is pre-checked. |