How to Send an Email to a Team

Email retention policy, also known as the “paper trail” is a complicated process. WIth Fortix business system we streamline your Email retention policy, by integrating all customer and team communication into a central Database, making it easy for you to comply with industry and government regulations. Employees and often executives rely on old email chains to recollect past decisions and the context in which they were made, ensuring customer continuity. And with our easy to customise Email template, you can build a consistent way and format in which you communicate with your customers.

To Send an Email in Fortix, Click COMMUNICATION then Send Email.

The quick address bar link is: /?email_send

To Send an Email to a Team in Fortix, Click Project Team. Find the Team and click the down arrow and select Send Email.

The quick address bar link is: /?teams

The SEND MESSAGE form opens on the Communication page.

  1. Search for a pre-formatted email message (Select Template) by typing two or more letters in the Search field.
  2. The Search field helps to find the Template that will pre-fill the Subject field and Message body as well as attach any files that might have been specified and the Sender field.
  3. Sender will default to the person who is currently logged in. If the user, that is logged in, does not have a valid Send From Account, the Sender field will default to Admin. The Sender can be changed by clicking on the down arrow and selecting a valid Send From account.
  4. Click the down arrow in the Team field and select the team you want to send the email to.

 

Click PREVIEW to see what the message will look like. Note {tag_CustomerFirtsName} and {tag_OpportinityOwner} has been filled in.

At this stage, any files that need to be sent can be Attached by clicking SELECT FILES.

A Reminder can be set for When (a specific date and time) and What to do at the time for follow-up by ticking the Reminder box.

Click SEND.

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