Soffront enterprise now allows you to share the notes and its details as emails. The Email Icon on the selected Note will allow users to automatically copy the “Note Type”, “Note Text” and “Date and Time” to a new email compose page below the signature of the user . This will allow the user to compose the rest of the email above the signature. ‘—‘ sign is added before the note to identify the note.
This way, you do not have to spend time to copy paste the note from CRM to your email compose window, so you could save your time and clicks.
To copy the note to an email follow the steps below:
1. Go to the list of all the notes available. Select the particular note for which you want to view the floating menu.
2. In the floating menu click the icon to compose an email. The compose email tab opens as shown in the image below:
In the above image the note appears just below the signature with all the details like:
- Type : Email
- Date: 03 Jun 2015
- Time: 01:15:08
- Text: Thank you for your inquiry…
Please Note: This feature is not available while batch operation.