1. Find the record or records that contains the data you want to use in your email.
See Finding records.
2. Choose File menu > Send > Mail.
3. For Send via:
•To send using a supported email application, accept the default, E-mail Client.
•To send using SMTP (without an email application), choose SMTP Server and enter information (see Entering or editing SMTP options).
4. For Create:
•To send one message to all recipients, select One email using data from the current record.
•To send a message for each record in the found set to all recipients, select Multiple emails (one for each record in found set).
5. For To, CC, and BCC, enter one or more email addresses, separating each with a semicolon or the return character. Or, do one of the following:
To | Click the arrow and choose |
Specify a field that contains one or more email addresses | Specify Field Name |
Specify a calculation that generates one or more email addresses | Specify Calculation |
Windows: Enter one or more email addresses from the default email client | Specify Email Addresses |
6. If you chose to send one email in step 4 and specified a field or calculation in step 5, select Collect addresses across found set to gather addresses from all the records in the current found set.
The number of recipients for the message depends on the contents of the fields or the result of the calculation. Otherwise, only the address from the current record is used.
7. For Subject and Message, enter text. Or, do one of the following:
To | Click the arrow and choose |
Specify a field that contains text for the email | Specify Field Name |
Specify a calculation that generates text for the email | Specify Calculation For example, if the current month is July, the following calculation for a subject returns "Monthly report for July":
|
Use the contents of a text file as the message | Insert Text from File (next to Message) |
8. (optional) Click Attach Files, then select a file. Repeat to attach additional files.
•If you specify the contents of a field as the email address and the field contains more than one address (separated by semicolons, return characters, or commas as required by your email client), one message is sent to each address in each record.
•Email is sent as plain text. To apply formatting or change an email message's contents, see the Send Mail script step.