Viewing and Modifying Existing Email Information

Access the Email - Manage {Email Name} form.

  1. On the Email - Manage {Email Name} form's Detail tab, view or modify the email subject and message body on the top portion of the form.

  2. In the Email Group List and Person List grids, view or modify email groups and individual email recipients already added to the email message.

  3. To view or modify information about a specific email group or person, click the link for the group or person in the Email Group List and Person List grids.

  4. To view or modify attachment information for the email message, select the Attachments tab.

  5. If you want to send separate emails to individual recipients, select Send individual email to recipients.

    If you do not select this option, the system sends one email message containing a list of all recipients in the To field, and all recipients can see the other recipient names.

  6. If you want to create an activity for each person in the Person List grid, select the option Create activity for contacts.

  7. When you are finished viewing email information, save or undo any changes that you made, and then click Close.