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To e-mail the Customer Snapshot:
Select the
customer. How? Select the
Customer Snapshot tab.
The Customer Snapshot screen appears. Click Email.
The Email Customer Snapshot screen appears. Do one of the
following:
Type the address
in the To, CC or BCC fields, or Select business
contact addresses stored in eCredit for this customer:
Click
Use Contacts.
A list of business contacts for the customer appears. Note:
To see internal contacts, select the Internal Contacts check box.
The screen refreshes to display the internal contacts stored
for the customer.
Select
the contacts to whom you want to send the Customer Snapshot. You can select
the To CC and BCC boxes. Click
OK.
The Email Customer Snapshot screen appears.
In the Body
section, type the message you want to send with the Snapshot. You can
enter up to 2000 characters.
Tip:
To archive the Snapshot, you can save it as a customer note by selecting
the Save to customer notes check box at the bottom of the Email Customer
Snapshot pop-up. The Snapshot will be available in the Notes feature for
the customer as an attachment, and the e-mail message you entered will
show as the note.
Click Send.
The Snapshot is sent as a PDF. If you selected the Save to customer
notes check box, the Snapshot is available in the Notes feature and the
e-mail message you sent will be available as the note. |
