How do I send an email from a client record?
When you're in a client record, you can easily send an email directly to the client using the email addresses set up in the record's profiles. Here’s how:
- Open the relevant client record.
- Click on the paper plane icon to send an email.
- Your default email software (such as Mail or Outlook) will open automatically, with the client's email address already filled in.
What to do if the email button isn’t working
- Check the client’s email address:
- Ensure the correct email address is added to the main profile of the client record.
- If other email addresses are added to secondary profiles, remove the ones you don’t want to include in the email.
- Check your email software:
- The email is sent through the email software configured on your computer (e.g., Mail, Outlook), not directly through the Psylio platform.
- Make sure your email software is set up with the address you want to use.
- Check your browser settings:
- Make sure pop-ups and redirects are allowed for the Psylio website in your browser settings.
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