In SAM, users can email a template from any record. A template email will populate with details specific to that client and can be sent to different roles and email account connected to that record.
Send an Email
1. Open the record of the person/organization you'd like to send an email to.
2. Click on Templates from the side bar.
3. Select Print or Email, then select the template to be sent.
4. Select an email address to send to.
Beneath the email address entries for the record, SAM will display Roles and their email address options to choose from. This allows users to send an email about the client to team members engaged in supporting the client.
Alternatively, users can enter another email address to send TO, CC or BCC.
5. Press Save.
Depending on how a template is setup and the client's case, SAM may display multiple templates for users to select which information applies to the email to be sent.
This often presents when a record has multiple cases. Review the template options and choose the template with information you'd like to present in the email by clicking the Select button to the left of each option.
6. Send the Email
At this screen, users can tailor the message and send. SAM offers a few options:
- Change the Subject line
- Edit the body of the message
- Add Attachments
- Edit the template for future uses
When you are ready to send, click send at the bottom right.
This communication is saved under Communications for the record. The email should also be available in the sender's Sent emails with their email service provider.