When viewing the details page for most Objects (such as Orders,
Invoices, and Payments) in the Administration module, you can see a list of
emails related to the Object by selecting the Emails tab in the
Details section at the bottom of the page. To send a new email to the
Customer associated with the Object, follow these steps:
- Click New in the Emails tab. This opens a Compose Email
dialog.
- Optionally, select a Tag for the email from the drop-down list in the
upper left of the dialog.
- Enter address and subject information in the appropriate fields. The
From and To fields are pre-populated with the Customer’s
email address and the default Order Management return address.
- Optionally, you can attach a file by clicking Choose File. Browse
to the desired file and select it, then click Add. To remove an
attachment, click the Remove button next to it.
- Select HTML or Plain Text to set the email body type.
- Optionally, select a Template from the Copy Template drop-down list
to base the email on that Template.
- Edit the body of the email as desired. The following edit field states can
be selected below the email body:
- Design: View and edit the email body WYSIWYG style. This is the
default state.
- HTML: View and edit the HTML source directly.
- Preview: View the email body as it will appear to the
recipient.
- Click Send to send the email. It's saved in the system and will
appear in the Emails tab for the current Object.