Configuring Email Compose Settings
Configuring Compose Settings
- Font type
- Font size
- Default From Address
- Email signatures
Font type and size: A font can be chosen from the available list which will apply by default for all emails that are composed from CRM using the "Send email" option.
- Go to Setup > Channels > Email > Email Configuration.
- Click the Compose tab.
- In Compose Settings, select the Default Font Family from the drop-down list.
- Select the Default Font Size from the drop-down list.
Check Preview, before finalizing the font type and size. - In Default From Address, select the addresses from the drop-down list.
A popup message displaying Saved will appear. - In Email Signature, click the + Add signature and type the signature name.
- Type the desired signature in the space provided.
- In Select an email address, select the from email address and enter the signature.
- Click Save, to set the compose settings.
Functionalities in the Email menu bar
- Insert table
- Insert image
- Spellcheck and auto correct of email content for multiple languages
- Auto-suggestion: This will prompt appropriate phrases when you type something. You can hit the space button to enter the auto-suggested phrase. Autosuggestion will work only if Zia is enabled in the CRM account.
- Color palette to insert background and text color
- Insert template, survey, form or SalesIQ link.
Composing an email
-
Resize the compose window and drag the pane, to easily look up record information.
-
Minimize the compose window and navigate to the other modules. A draft will be automatically saved in the record's related list under emails, you can access it from here. At a given point, you can have five email compose windows open.
- Best time
- An hour after it is composed
- Next day evening at 8PM (based on the org's timezone)
- Custom date and time along with a specific time zone.
- Desktop
- Google drive
- Zoho Docs
- Documents
- Workdrive
- Record - All the attachments present in a records related list will be listed out.
- Other Cloud Drives
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