User guide

Sales Office 273

Open the view message window by clicking on the Subject line. There are also links in the view

message window to reply, save or delete the message.

When a Reply is sent, the original message and the reply are saved to the customer history. If a

customer with that email address already exists, the messages are saved to that customer history. If

there is not an existing customer with that email address, a new customer profile is created and the

messages are saved to the new customer history.

Forward the message (and attachment, if any). The forwarding window will open with the Sales

Office customer address. Change it to the forwarding recipient.

Delete completely deletes the message.

Save saves to an existing customer history or creates a new customer profile if there is not already

a customer with that email address.

Customer Profile icon/links only appear for existing customers. They link directly to each

customer's contact information.

Customer History icon/links only appear for existing customers. They link directly to each

customer's history.