In this release, we have introduced a new feature allowing you to send Bulk Mail to all selected Contacts in the Contact section under the Client Summary page.
Key Changes:
- In the Client Summary page, under the Contacts tab, we have added a checkbox option against each Contact and select all option is also placed to select all the contacts. Once you click on select all option it will select all the Contacts from that active page as per the pagination and records selected to show per page by you.
- You can now unselect all previously selected Contacts using the same select option. You can select multiple Contacts via checkboxes as per your requirement. The Send Mail option under the three-dot button is enabled when you select single or multiple contacts.
- Upon selecting a contact(s) and clicking on the Send Mail option, the standard mail body will open from the right panel, similar the functionality of the current system.
- The email option is now enabled regardless of whether an email is connected. If connected, the email will be sent through the connected email ID; otherwise, it will be sent as a system email notification. All email fields remain the same and undergo the same bulk email validation process as currently implemented in the system.
- Upon clicking this option, it opens the compose email body with prefilled information, including the From and To email IDs.
- You can now send an email directly from the Contact Summary page for individual contacts.
- This implementation is applied to the following path: Tenant → Contact → Contact Summary → Three dot icon → Send Email.
- The system syncs this action into the Activity section of the specific client associated with this contact. It only syncs activities for emails sent from the logged-in user account.
