New Features > Email enhancements
To send bulk emails
1
Go to the Card File command center and click Email. The Review Cards before Emailing window appears.
4
Click Send Email.
To send single email from card
1
Go to the Card File command center and click Card List. The Cards List window appears.
2
Select the card you want to send an email to and click Edit. The Card Information window appears.
3
Click the Action button and select Send Email. The Email window appears.
5
Click Open to see the email before sending, giving you the option to add attachments or make any changes necessary. This will open your browser before sending.
To create an email template
1
Go to the Lists menu and select Email Templates. The Email Templates List window appears.
Note if you upgraded from a previous version and sent emails the template you saved will be displayed in this window.
3
Click the New button to create a new email template. The Edit [...] Template window appears.
4
To edit an existing template select the template and click the Edit button. The Edit [...] Template window appears.
Note To delete an email template, select the template then go to the Edit menu and select Delete Email Template.

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