Inspections - View/Edit - Email - To
Updated
Suggested Prior Reading
Inspections - View/Edit - Email
Select the Project Contacts to send the email to
Select the Project Contacts to send the email to. There are two ways to do this:
- Detailed Search
- Simple Search
An Email Contact can also be removed.
Select Project Contacts via a detailed Search
- Click the + Add Project Contacts text, to bring up the list of all Project Contacts
- Select the Project Contacts to add. See Select Project Contacts for more information on searching, filtering, sorting columns and navigating the contacts list and selecting contacts.
After they are selected, they will display on the email form.
Select Project Contacts via a Simple Search
- Click in the Type name or email drop down, and the list of Project Contacts is displayed in alphabetical order
- Scroll up and down the list as required and click on the contact to select
- Type the name or email in the box to narrow the list to only those Contacts that match what is typed and click on the contact to select
- Click anywhere outside the drop down to remove the drop down.
The selected contact displays on the form.
Remove an Email Contact
Each Contact added, will display on the email form in a box with a red arrow on it.
Click on the red arrow to remove that Contact
Next Steps
See Inspections - View/Edit - Email for rest of the steps in sending the email.
