E-mailing an Account

E-mail an account from the Account details screen.

  1. On the home screen, select Accounts.
  2. Select an account to view its fact sheet.
  3. Select the E-mail address.
  4. If prompted, select the e-mail account.
  5. Enter the e-mail text, then select Send.
  6. (Optional) Log this e-mail or another e-mail as a CRM activity.
    1. For sent items, open the message in the Sent Items folder in the native e-mail application. For incoming e-mails, open the e-mail message.
    2. Select Menu > Log as CRM Activity.

    The application displays the New Activity screen, with the activity type as Outgoing E-mail or Incoming E-mail. The e-mail subject line is the description, and the e-mail body becomes the activity notes.

Related tasks
Searching Accounts
Viewing Accounts
Creating a New Account
Creating a Lead for an Account
Creating an Opportunity for an Account
Calling the Account Phone Number
Updating Account Details
Logging an E-mail as an Activity


Created March 2, 2010. Send feedback on this help topic to Sybase Technical Publications: pubs@sybase.com