Send an Individual Email in ParcVu Online

Navigate to the Account or Prospect using the Find Screen or by using the Global Search

Select the 'Communications' drop down, then 'Send Email'

The 'Send Email' option won't show in the drop down if there is no Email address on the Account/Prospect or if the 'Email' flag isn't ticked in contact methods

Select the 'Contact Type' - Account or Marketing

Then select the correct 'Category', which will then list the available templates for that category in the second drop down

Select the template required

Then click ‘Create Email’ at the bottom of the popup

The template will then show, allowing you to make changes to the template at this point.

Select the Email From - this is what the Customer will see as the Sender of the Email

You can edit the Email when you're on the 'Email' tab, or you can view the template and merge fields when you select the 'Template' Tab

Enhanced Functionality - Only Available In ParcVu Online

ParcVu Online allows users to set CC and BCC values, so emails can be sent to multiple recipients

There is also the ability to 'Attach File' to the email. When composing an email, users can browse and select files directly from their computer to include as attachments. Multiple attachments can be added to a single email, including video files, provided they comply with configured system limits

Email attachments are also stored in the communication history for the relevant owner or prospect, allowing attachments to be viewed within ParcVu Online and enabling emails to be resent with attachments if required

Once you're happy with the template, select 'send'. You'll then see a screen showing that the e-mail has been sent displaying a green tick

If the Email failed to send, then an error message will show in the 'error' column

Select 'Finish'