Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Access
(A) Information ribbon - This can be found within any interaction card.
Send Email to the Primary Address
(B) Email icon - Click to open the email window and compose the message.
- (C) Add Recipients - Click either CC (carbon copy) or BCC (blind carbon copy) as appropriate.
- (D) Enter subject & compose message - Type the message inside the email body.
- (E) Template dropdown - Click to access messages pre-configured by your management team.
- (F) Send - When finished composing and editing your message, click to send the email.
- (G) Confirmation - After sending the message, a confirmation message will appear in the top, center of the interaction card indicating the message was successfully sent.
Send
TextEmail to the Secondary
NumberEmail Address (if available)
(H) Email dropdown - Click to access a list of additional addresses saved to the account.
(I) Email icon - Click the icon next to the desired address to open the email window and compose the message.
- (J) Add Recipients - Click either CC (carbon copy) or BCC (blind carbon copy) as appropriate.
- (K) Enter subject & compose message - Type the message inside the email body.
- (L) Template dropdown - Click to access messages pre-configured by your management team.
- (M) Send - When finished composing and editing your message, click to send the email.
- (N) Confirmation - After sending the message, a confirmation message will appear in the top, center of the interaction card indicating the message was successfully sent.
