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To Email from a Contact Record

  • Updated
1.  Open the appropriate contact record.
2.  Click the email icon next to either the Primary Email or Add’l Email fields.

Figure: Contact Screen Showing Email Icons
1.png

3.  Based on your Configuration Options, a Results or Outlook email will appear. (Refer to Email Options and Setup for additional details.)
4.  Compose your email and send.
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