You can email contacts directly from Inform, using your SMTP email settings. Emails will have your external company email address as the sender (ex. Bob@ddisys.com) and replies will go to your external email account, not Inform.
To use this functionality, make sure the user account is set up with the Email Username and Email Password to allow emails to be sent from that address. To learn how to set up email for a user, see Manage users.
- Go to the Contacts page as described in Manage contacts, and open the contact whom you want to email.
- Click the hyperlinked Email address under the Customer information or Contact Information.
- Compose your email in the Send Document pop-up window. Be sure to enter a subject in the subject line for your message.
- Click Send.
Note
If you receive an error message warning that the "SMTP Server Address or SMTP Server Communication Port is not set up in Company File!" then contact a system administrator to verify that your user account email settings are correct.