Create Menu - Contact - Email

This page describes the 'Email' function on the Create menu in the Contact record window. If you are using iOS or Android, the 'Email' function is on the + menu.


The 'Email' function allows you to send an email to a Contact. To do so, first open the Contact in a record window and then select 'Email' from the Create menu(Windows/Mac OS X) or + menu (iOS/Android). The window shown below will appear, where you can create a new Mail.

The new record will be opened in a window entitled 'Mail: New'. This means that it has not yet been saved. The current user will be the sender of the Mail, and the To field will contain the email address of the Contact. After you have added a subject and written a message and when you are then ready to send the Mail, tick the Sent box. Finally, save the Mail by clicking the [Save] button (Windows/Mac OS X) or tapping ? (iOS/Android). If you are using the Lock and Send emails Automatically option in the Mail and Conference Settings setting in the Email and Conferences module and the Mail contains an external email address (i.e. one with the @ sign), it will now be sent automatically. If you are not using this option, select 'Send email' from the Mail's Operations or Tools menu after you have saved the Mail. Finally, close the Mail using the close box (Windows/Mac OS X) or by tapping < (iOS/Android). You will be returned to the Contact window.

If the function does not create a Mail, the probable causes are:

  1. The current user does not have a Mailbox.

  2. The Contact does not have an email address.

  3. The Contact has not been saved.
To be able to use this function, the Email and Conferences option in the Configuration setting in the System module must be ticked. If you wish to use this function to send Mails to other members of staff, the intended recipients must have Mailboxes. If you need to send Mails to Customers, you must be using the External Gateway module, and you must have configured the Email SMTP Server setting. Please refer here for full details about the mailing facilities in Standard ERP.


The Contact register in Standard ERP:

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