Creating e-mail communications

You can use the Create Communication action to send e-mail messages about a record. When you create a communication, you can use a communication template that is created in the Communication Templates application, or you can create a free-form communication.

About this task

You can view any inbound or outbound communications that are associated with a record in the communications log on the Log tab.

Procedure

  1. In an application, display the record for which you want to create a communication.
  2. From the Select Action menu, select Create Communication.
  3. Optional: In the Template field, enter a value to create a communication using a template.
  4. Complete your communication and click Send.


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