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.

If you would like to send emails from a people record, you can learn how <a href="https://wiki.connective.com.au/en/articles/543-sending-an-email-from-your-people-record">here</a>.

In the CRM app select Opportunities from the main left-hand menu.

Select Email from the menu bar across the top.

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. In the CRM app select Opportunities from the main left-hand menu.
2. Open the relevant Opportunity.
3. Select Email from the menu bar across the top.
4. Choose your recipient, give your email a subject and a body and hit Send.
5. 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 more about 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

1. In the CRM app select Opportunities from the main left-hand menu.
2. Open the relevant Opportunity.
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 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 an opportunity:

Sending an email from the notes tab:

Adding attachments to an email in Mercury Nexus