Sending Emails from Contact

How to send an email from the Contact tab

Updated: September 10, 2024

Steps in Sending email from Contact:

Navigate to Contacts in the menu pane.

2. Select the Contact that you would like to send an email to.

3. After clicking on the name of the Contact, a new screen will load containing all of the contact's information. At the bottom of the right-hand pane, there is a box where you can send either SMS or email messages. Ensure that Email is selected, fill in the remaining fields, and add your message.

You can also send attachments, use a template, or request money using the icons in the lower right underneath the messaging field.

Tip #1: You can use the "Quick Search" field to look for your desired contact.

Tip #2: You can schedule your emails to send at a later time; just click the green clock icon beside the "send now" button.

Warning: If you do not have an email address for the contact saved, the email option will not be available.

Sending Emails to Multiple Contacts at Once:

*If you would like to send the same email to multiple contacts, you can check the boxes before the contact's name and then click the Send Email icon in the top menu.