You use the Create Communication action to send messages about a record via e-mail. When you create a communication, you can use a communication template created in the Communication Templates application, or you can create a free-form communication.
You can view any inbound or outbound communications associated with a record in the Communications Log on the Log tab.
For more information about communication templates, refer to the Communication Templates help.
Display the record for which you want to create a communication.
From the Select Action menu, select Create Communication to open the Create Communication dialog box.
To create a communication using a template, in the Template field, click Select Value and select a template. You can edit the fields the system populates from the template. To create a free-form communication, leave the Template field empty.
Enter an addressee in the To field, or click Select Value .
If appropriate, enter values in the cc and bcc fields.
The Send From field defaults to your log in name. You can edit this field if needed.
If you want replies to be sent to someone other than the sender, enter a value in the Reply To field.
Enter a subject for the communication in the Subject field.
Enter your message in the Message field.
Click Check Spelling to check the spelling of the message.
If appropriate, attach a document to the communication using the Attach File or Attach Web Page buttons. For more information about attaching files, see Attach a New File to a Record.
Click Send to send the communication to the recipients and close the dialog box.
To not send the communication and return to the record, click Cancel.