thankQ Help
Emails can be sent to contacts and logged in thankQ at the same time. Emails can also be logged into thankQ that are received from the Contact.
1.Click on the drop down beside the envelope drop down on the Phone & Email panel of the Bio & Personal tab under the Personal module of the Contact.
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| A new email will open in Outlook with the email address entered. |
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| You will be asked if you want to send the email to just the main email address the main and cc or just the cc. |
2.Enter the subject and text in the normal way.
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3.Select the thankQ ribbon and then click the Send and Log Email in thankQ button.
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4.If need be you might need to configure which database to log your email against by selecting the Configuration button. This is useful if you want to switch between the live and training databases. You only need to configure this once if you are not switching databases.
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5.The email will be sent automatically and will appear in your Sent Items as normal.
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5.At the same time, a new communication entry will be created on the contacts record with the email attached.
6.To view the attached email, click the paper clip beside the communication entry.
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Received emails can also be logged in thankQ. The addin will be available once the email is open. |
