You can send an e-mail to multiple recipients based on accounts, contacts, requests and people search results. Depending on your role and security right level, you can select a template group and merge the documents to send to multiple recipients.
The information in this document is based on product update 250.
Keep in mind:
Click this to send an e-mail.
Click this to exit.
Type a subject for the merged document. This is mandatory.
Select the options for sender’s email based on the following options:
Select the options for the intended recipients based on the following options:
Note: The availability of these options varies, depending on the respective search page which you are accessing from, to send the e-mails.
Select this check box to save a copy as a document in Exact Synergy Enterprise.
Select this check box to send one e-mail to a single address.
Select a document to attach this document to the e-mail.
Select a template to be used in the merge process. The Word Merge templates available in this browser are based on the module, the roles and security level of the users. For more information, see Creating and modifying Word Merge templates, Creating and modifying Word Merge template groups, Setting and modifying access rights for Word Merge template groups and templates - People, and Setting and modifying access rights for Word Merge template groups and templates - Roles.
Click this to preview the template in Microsoft Word.