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- Open a Person Record
- Select the appropriate Constituent Role
- Navigate to 'Communications and Notes'. Click on the plus sign to the right, then the search button which appears below, and then the new button which appears below that.
- Verify it is being sent to the correct person, and fill in the information for the email (CC, Subject, and the body of the email).
- To send the email, select "Send"
- If you have a Business Template saved, you may also use the "Insert Template" function.
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Add a task
- Open a person record.
- Navigate to 'Communications and Notes', as shown in the screenshots at the beginning of this article.
- Enter the constituent role, and then select the action which is occurring.
- Enter the subject.
- Enter in any relevant information about the task, such as what the agenda is, when it is due, etc.
- Once the task has been finished, make sure to select "Mark Complete" at the top left of the screen.
- Open a Person Record.
- Select 'Communications and Notes' from the Navigation menu.
- Scroll down to the Notes.
- Click within the text box which states "Enter a note."
- To attach a file to the note, scroll down within the text box and click on the "Attach" button.
- Click 'Done' when you are finished entering information into the note.