Emailing from a
Contact Record
Emailing from a
Contact RecordTo email from a Contact Record:
1. Select the appropriate contact record in a Contacts DMC.
2. Click the email 
icon in the menu
bar to display the Send Email Message dialog.
3. Click Contact or Assoc to Cc: or BCC: additional Contacts or Associates.
4. Add a Subject line and compose your message in the large textbox.
5. Select the appropriate checkboxes beside the following options at the bottom of the dialog:
● Create an Activity Record from data on this form after Send or Open
● Create an Activity Record for each selected Contact record
● Edit the Activity record after creation
● Save message as a Results document
● Attachments
o Click Attach to browse for a file.
o Click Contact Documents to search for a document associated with a Contact record.
● Check Read Receipt or Delivery Receipt if you wish.
6. To send immediately, click Send Now or, for further editing, click Open in Outlook.
ResultsCRM User Help (August 2018)
