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| 1. | Find and select the account you want to email using the 'Search For' box located on the middle left side of the management system. Clicking on their name will bring up their information in the Data Center. |
| 2. | Click on the  icon just to the right of the account holder's name. The email box will display. |
| 3. | You can select a template from the drop-down list at the top. This will show all emails that have been created in the Communication Center with an Email Type of 'Account Fields'. If you don't wish to use a template, you can compose your own. |
| 4. | If you choose to create your own message, you can use the database fields in the box on the left to include information from the database. |
| 5. | You can also include attachments by selecting the attachment from the attachment list and then clicking on the blue paper clip icon on the right. When you add an attachment, text will be displayed at the bottom of the email. Please don't edit or delete this, as it tells the system which attachment to include. (If you haven’t yet uploaded the attachment, do that first by going to File > Database Management > File Manager or click here for more information.) |
| 6. | Preview your message and click 'Send'. |
| 7. | A record of the email sent will be stored in the 'Communication Center' of this account. |
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