In the Send drop-down list click Create xRM e-mail.There are 2 ways to create xRM e-mails in CAS genesisWorld.
In the Send drop-down list click Create xRM e-mail.
The Create new xRM e-mail window will open.
You will only be able to see the templates for which you have been given access rights and which have been created for the open data record type.
You will not be able to change the Data record type. You can edit all the other fields as you would when creating a template.
Select the respective button to add recipients
The Select recipients window opens. In this window you can define which of addresses linked to the outbox data record you wish to write to. To do this, enable the link types you think are suitable. For example, for the data record type select Opportunity and the following link types to write to all the sellers: Sales person, Sales person 2 and Sales person 3
For the selected link types, you have to also define which e-mail addresses you wish to write to. The preset for this, is the default e-mail address of each contact data record. If you wish to write to an address other than the default you have to select it, for example, select E-mail (business) if you want to write to just the business e-mail addresses of your contacts.
You can enter permanent recipients here in the following fields To, CC or BCC. These recipients will each receive the xRM e-mail you sent. You select the recipients as you normally would when composing an e-mail in CAS genesisWorld.
You will see all the data records which the xRM e-mail is using displayed on an additional tab. This tab will have the same title as the initial data records, for example, opportunity. On this tab, you add or remove the data records of the same data record type using the add or remove buttons.
The area for attachments is displayed by clicking the arrow below the e-mail text. Different types of attachments are sorted on the following tabs: Attachments, Dynamic attachments and Reports. The area is displayed automatically as soon as an attachment is inserted.
Attachments opens the Select attachments window with the following options:
Add attachment You use this option to select an archive document and add it to an existing document data record.
Add a new attachment You use this to add a new document data record. The Create document from window will open.
The option is displayed if Document has been selected as the data record type for the original document.
For documents with an archive file, the archive file is inserted as an attachment. With Internet addresses or e-mail, an .eml file is inserted as an attachment.
With Dynamic attachments of an xRM e-mail, it is possible to use linked documents from the master data record as an attachment.
Using the More filters button, you can further restrict the attachments via a filter.
The outbox data records are linked with the xRM e-mail.
The recipient addresses are not directly linked to the xRM e-mail, but are linked with the outbox data record. If you enable the Automatically archive e-mails when sending option, then the recipient addresses are linked to the respective e-mails after sending.
The master data record of an xRM e-mail can be linked with a project or primary-linked to a job. If the Automatically archive e-mails while sending option is enabled, then a primary link to the respective project or job will be set up automatically in the archived e-mail
An xRM e-mail is saved the same way as e-mail campaign in CAS genesisWorld.