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To Email from a Contact Record

September 26, 2019 20:52
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

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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