Connective

Mercury Nexus is designed to save you time and one of those time savers is the ability to send and store emails from within the CRM.

This is particularly useful for keeping a record of the correspondence between you and your clients in the one central location.

For compliance purposes you may want all correspondence to appear on the opportunity which sending an email from the opportunity may be preferable. Learn how to send an email from an opportunity <a href="https://wiki.connective.com.au/en/articles/548-sending-an-email-from-your-opportunity">here</a>.

Open the CRM app and select People from the main left-hand menu.

Open the relevant People record.

Select Email from the top menu bar.

The Note Details pop-out window will open.

Ensure Note Type is set to Email Out and Send as Email is checked.

Choose your recipient, give your email a subject and a body and hit Send.

A record will attach a copy of the email in the notes.

1. Open the CRM app and select People from the main left-hand menu.
2. Open the relevant People record. 
3. Select Email from the top menu bar.
4. The Note Details pop-out window will open.
5. Ensure Note Type is set to Email Out and Send as Email is checked.
6. Choose your recipient, give your email a subject and a body and hit Send.
7. A record will attach a copy of the email in the notes.

You can also use one of the preloaded email templates by clicking Choose Email Template. Learn how to create email templates <a href="https://wiki.connective.com.au/en/articles/474-creating-email-templates">here.</a>

Navigate to Notes in the sub left hand menu.

Choose your recipient, give your email a subject and a body and hit Send

A record will attach a copy of the email in the notes.

1. Open the CRM app and select People from the main left-hand menu.
2. Open the relevant People record. 
3. Navigate to Notes in the sub left hand menu.
4. Click on +Add.
5. Tick the Send as Email.
6. Choose your recipient, give your email a subject and a body and hit Send
7. A record will attach a copy of the email in the notes.

Note: The email out Note field has maximum size of 66,000 characters in html. To check the size of a note expand the menu and use the Code View option.

Adding attachments to an email in Mercury Nexus 

Compose your email using one of the methods above.

Choose Upload File to add an attachment from your computer.

Choose Attach from Library to add an attachment from your Mercury Nexus document library (this will let you preview the document).

Choose Attach from Attachments to add an attachment that has already been uploaded to the People or Opportunity record.

1. Compose your email using one of the methods above.
2. Select the Attachments
3. Choose Upload File to add an attachment from your computer.
4. Choose Attach from Library to add an attachment from your Mercury Nexus document library (this will let you preview the document).
5. Choose Attach from Attachments to add an attachment that has already been uploaded to the People or Opportunity record.
6. Click Send.

Sending an email from a people record

Sending an email from the notes tab

Adding attachments to an email in Mercury Nexus