Sending Emails in Results > Configuring Results to use the Internal Email Form

Configuring Results to use the Internal Email Form

To configure Results to use the Internal Email Form:

1.       From the Tools Main Menu, in the Configuration Module group, click Options to display the Configuration Options screen.

2.       On the E-mail tab, check the “I use Outlook as my e-mail client” option and the “Use Internal E-mail form that Integrates with Outlook” option.

3.       On the E-Mail 2 tab, set up your email preferences including HTML vs Plain Text, Signature blocks, etc.

4.       Click Apply, then click OK.

ResultsCRM User Help (August 2018)