Sending a Message
You can send an email message from a Company, Contract, or Project Profile, or from the Recent Messages portlet in your Dashboard. The Messaging option is also available from other program features, including Events, Workflows, Tasks, Document Packages, Scorecards, and Scheduled Reports.
- Access the Messaging window using one of the following options:
- Open the Company, Contract, or Project Profile that will be the source location for the message. In the Links section of the Profile, click the Messaging link.
- From the Recent Messages portlet in your Dashboard, click a message record for the Company, Contract, or Project Profile that will be the source location for the message.
- In the Messaging window, click New Thread.
- When the screen refreshes:
- Populate the Message To field using one of the following options:
- Click the calendar icon to use the Address Book to select recipients and/or an email distribution list.
- Begin typing an email address into the field to display a drop-down list of possible matches, and click an address to select it.
- Populate the Message Cc field using the same options available in the Message To field.
- Your name automatically appears in the field if your Administrator has enabled the Automatically CC Email Sender system setting.
- Enter a subject for the email message in the Subject field.
- Type your message in the Content text box, our use the Copy & Paste functions to quickly populate the field with text from another program or application.
- (Optional) Use the Formatting toolbar to enhance the text in your message.
- (Optional) Click Attach Document in the toolbar of the Messaging window to attach a document to the message:
- When the Attach Document view of the window displays, click a document record to select it.
- Hold down the CTRL key on your keyboard while clicking additional document records to select more than one document.
-
Click the Company Documents or Global
Documents tab if the document is not listed in the default view.
The tabs will differ for a Company Profile and Project Profile.
- Click Attach Selected > Document to attach the document and redisplay the Messaging window.
- Click Send.
