You can send mass emails from the main lists in the Address Book; Opportunities; Customer Service;and Hotlist pages. If you send the email message from the Address Book page; the message is sent to the selected Address Book entries. If you send the email message from another page; the email message is sent to the Address Book entries associated with the selected entries.
When sending an email in Maximizer you can ensure that a copy of the email appears in your email application by choosing to automatically send a carbon copy (CC) of the email to yourself.
If you frequently send mass emails; we recommend creating a favorite list to easily retrieve your regular recipients each time.
You can also select a list of entries from the Address Book
Send Emails from a Favorite List
- Select the list of entries you would like to email.
- Click the checkbox to the left of the entries or click the checkbox above the entries to select all the entries in the list.
- Click View > Favorite Lists.
- Select Add to make a Favorite List.
- Give your Favorite List a name.
- In the Full Access and Read Access fields; select a Maximizer user or security group with access to the Favorite List.
Press OK.
Your Favorite List has been created.
- To open your Favorite List; select View > Favorite List.
- Select your Favorite List and click Retrieve.
- Now that your Favorite List is open; select the checkbox in the column setup to select all the entries.
- Select Actions > Write an email.
The Send Email dialog box appears.
- Select All selected entries.
- Type your email in the text box or click the Template icon to insert your email template.
- Choose an option from the Send as: drop-down list.
- Select Separately to send a separate email message to each Address Book entry.
- Select One email to send one email message to all the selected entries at once.
- Choose an Email type from the drop-down list.
- Before you send your email; set your Logging options:
- Select Send a copy of this message to myself to automatically send a carbon copy of the email message to your email address.
- Select the Include message body in note option to save the message to the note created.
- Select the Save copy to entry’s documents option to save the message as a document for the entry.
- Select Include attachments to save email attachments along with the email message.
If the email message contains attachments that are too large to save to the entry; you can clear this option.- In the Text for note field; enter any additional text you would like to log as part of the note created by the email message.
- Click the Logging Details button and then the Assign More button to log the email details to additional Address Book entries.
- Click Send.
For example:
Select Entries from the Address Book
Alternatively; you could select a list of clients from the Address Book.
- In the Address Book; click the boxes beside the entries you'd like to send an email to.
- Select Actions > Write an email.
OR
Right-click and select Write an email.
- Follow steps 9-14 above to send the emails.