Emailing From MagManager

How to create and send an email from the client record email tab

Table of Contents

Steps to create an email from the client record email tab Steps to edit and send an email from the client record email tab

Step 1 - Open the client record.

Step 2 - Click the email tab.

Step 3 - Click the green button Create email.

NOTE - The Create Email button will only display for users with Admin access.

Step 4 - The editor will open ready for you to create the email message.

Step 5 - Click Save.

Step 6 - The new email will be saved in Document Templates on the My Documents Tab, with a green tick under Available On Client.

Step 7 - when you view the email tab on the client record the email will appear ready to select

NOTE - Emails sent via the Create Email tab are send via MagManger and NOT the user's email client.

Step 1 - Open the client record.

Step 2 - Click the email tab.

Step 3 - Click the email title you want to send from the list.

Step 4 - The Preview Email message will open, ready to edit if required.

Step 5 - Click Send Email to send the message directly to the client via MagManager.