There a number of ways to send an Outlook email from Personify. Outlook emails can be created from Call Center, Contact Tracking, or Customer Central. Anywhere you see a hyperlinked email address in Personify, when you click the hyperlink, a new blank Outlook email displays.
For example, to send an Outlook email from CRM360 in Personify 7.4.1:
1. From the Personify main toolbar, select Customers and Committees > CRM360.
2. Perform a search for and select the contact for whom you wish to send an email.
3. From
the CRM360 header, if an email address has been defined for the constituent,
click the hyperlinked email address, as shown below.
4. Click
the contact’s email link to open an Outlook email.
A new, blank email window displays.