Sending Emails Directly from the Customer Profile

Step 1: Open a Customer Profile

• From the Customer Profiles screen, select the desired customer.

Step 2: Use the Email Function

• Within the customer profile, click the 'SEND EMAIL' button.
 
• Compose your email directly within the system, attaching any relevant files if needed.

Step 3: Track Sent Emails

• The system keeps a log of all emails sent, providing transparency and communication history with the customer.