Email client about specific transaction

#

Open the relevant company record #

• From your main menu (e.g., Companies or Clients), search for and select the specific company you want to contact.
• Click the company name to open its detailed profile page.

Locate the email action near the Save button #

• In the company profile, look at the top-right corner of the screen where the Save button is located.
• Next to Save, you’ll see an icon (often represented by three dots, a dropdown arrow, or an envelope).
• Click this icon to open the actions menu.

Choose the Email option #

• From the dropdown or action menu that appears, select Email.
• This will open a new email window or panel linked to this specific company record.

Compose your message to the client #

• Confirm the To field has the correct client email address associated with the company.
• Enter a clear Subject line.
• In the main message body, type the note or message you want to send to your client.
• If needed, attach any relevant files (proposals, invoices, etc.) using the attachment option.

Send the email #

• Review the message for accuracy and completeness.
• Click Send to email the note to your client.