Creating Email Messages

Access the Add Email form.

1. Complete the Subject and Body fields for the message.

2. Click the button corresponding to the action that you want to take:

   • Save and Close (save and return to the Email - Search For Emails form).

   • Save and Continue (save and continue creating the current email).

   • Save and Add New (save and clear the form to create a new email).

   • Cancel (discard the new email and return to the Email - Search For Emails form).

3. If you plan to use the Email Merge feature, you must select the option Send individual emails to recipients.

   If you do not select this option, the Email Merge feature may not function correctly.