Automatic creation of communications when sending to mail recipient

Right-click a record and select Send To Mail Recipient to automatically create a communication associated with the record when you use the Content Manager send mail form.

Content Manager will record the following data automatically:

  • The logged in user as Sender
  • The addressee(s) as Recipient(s).

    If they do not exist as Content Manager Locations, Content Manager will record their name and email address in the communication, but not create them as new Content Manager Locations.

    NOTE: If a sender sends an email of a record to him- or herself, Content Manager will not list them as recipient unless it is sent to an Outlook email address.

  • Medium as Email
  • Direction as Outgoing
  • The date and time is captured as the date and time you click the OK button in the Send To Mail recipient dialogue

NOTE: The communication will be created regardless whether the email is transmitted successfully. If a mail system error or network failure prevents the email from being delivered, then the Communications administrator should remove the communication manually.