Sending Messages |
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The Messages page contains a chronological record of every communication sent to the contact, whether through a campaign in the Communications module, or an email sent from the Home module of ConcourseSuite. You can access the Messages page by clicking the Messages sub-tab on the Contact Details page, as shown in Figure 1.
Figure 1 Accessing the Messages Page You can review every message that has been sent to a contact. You can also send a message to a contact by clicking New Message. The New Message page is displayed, as shown in Figure 2.
Figure 2 The New Message Page Enter your email address, the subject of the email, and the message. You can attach documents to the new message. Documents can be directly uploaded while writing the email or selected from any of the following modules:
To attach documents to your messages, follow the steps listed below:
The Attach New File page is displayed, as shown in Figure 3.
Figure 3 The Attach New File Page
Selecting the module displays the folders and documents stored in that module.
Figure 4 Selecting the Module
Figure 5 Locating a Document to Upload The Choose file window is displayed, as shown in Figure 6.
Figure 6 The Choose File Window
The name and location of the selected file is displayed, as shown in Figure 7.
The uploaded file with the subject "New File" is displayed in the list of selected files, as shown in Figure 8.
Figure 7 Uploading a Selected Document
Figure 8 Attaching the Documents
The attached documents are displayed in the New Message page, as shown in Figure 9.
Figure 9 New Message Page with Attachments
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