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 here.
Sending an email from an opportunity:
In the CRM app select Opportunities from the main left-hand menu.
Open the relevant Opportunity.
Select Email from the menu bar across the top.
Choose your recipient, give your email a subject and a body and hit Send. (Applicant email addresses with appear automatically in the To field).
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 here.
Sending an email from the notes tab:
In the CRM app select Opportunities from the main left-hand menu.
Open the relevant Opportunity.
Navigate to Notes in the sub left hand menu.
Click on +Add.
Tick the Send as Email
Choose your recipient, give your email a subject and a body and hit Send (Applicant email addresses with appear automatically in the To field).
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.
Select Attachments.
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.
Click Send.
Notes: The maximum number of attachments in an email is five. The maximum combined size of attachments in an email is 7mb
Note: Some text characters are restricted in the name of the file to be uploaded. The following characters cannot be used in any file name in Mercury Nexus and your file will not upload if you do use them: \/.*'%*#@. Attached files with special characters in the file name will not be sent with the email.
Note: When sending emails from Nexus if there is no O365 mailbox integrated for your account, the Connective mail server will send them on behalf of the selected Email Profile. The sender will appear similar to the below example.
Your name <your name=your domain@post.connective.com.au>; on behalf of; your name <[email protected]>
If a recipient clicks reply, the reply will be sent to your email address.
Tip: If you would like to send emails from your O365 mailbox directly you can integrate your account via these instructions.