Quick Email

There is no need to write either a salutation or provide a signature

(these may be set up in CLUB | CLUB INFO and double click on the Club record.

Go to INTEGRATION | EMAIL. In there you can set the Salutation and Signature for your quick emails. The Salutation allows you to select a field from the database so you can say Dear John etc.

Click on the Quick Email Icon and just write your message into the box provided and click on the Send

button. Your message is added to the person’s notes and sent. You will see a message on the screen

saying Successful (or not as the case may be). Now look under the Notes tab and you will see the

message just sent.

Move your mouse over the message line and a pop‐up will appear showing the message.

Double click on the item and the full Note containing the complete message will be displayed as below.