Space banner

 

This documentation supports the 19.08 version of Change Management.

To view an earlier version, select the version from the Product version menu.

Sending email

You can send messages about the current record using the Change Management email system.

To send an email message

  1. Open the change or release from which to send the email.
  2. From the left navigation pane, choose Functions > Email System.
  3. On the Email System dialog box, indicate the recipient by selecting either:
    • Select Current Customer — When you open the Email System form, if there is a current contact assigned to the record, the contact's name and contact information appears in the table and is the default recipient.
    • Select Current Assignee — To select the current assignee, click Select Current Assignee. The current assignee's name and contact information appears in the table.
  4. To select another recipient, complete the following steps:
    1. Complete the fields in the People Search Criteria area, and then click Search.
    2. Select the recipient's name in the search results table. If you need help deciding which is the correct name in the list, click View to see more information about an individual.
  5. Complete the email information fields as described in the following list:
    • Internet Email — Type the recipient's email address.
      To find this information, select the person's name from the search results list, and then click View. The Internet Email field is on the General tab of the People form.
    • Email Subject Line — The subject line contains the request ID number. You can type over or add to this information.
    • Email Message Body — Type the message text here. A series of buttons, to the right of the Email Message Body field, enable you to automatically insert text from the record into the message text.

      Important

      If one or more of these buttons is unavailable, the corresponding field in the record contains no information.

    • Email Attachment — To attach a single file to the email message, right-click inside the Email Attachment table, and then click Add. On the Add Attachment dialog box, select the file to attach, and then click Open.
  6. Click Send Email Now.
Was this page helpful? Yes No Submitting... Thank you

Comments