Sending email messages

  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.
  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:
  6. 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

  7. 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.

  8. For Subject and Message, enter text. Or, do one of the following:
  9. 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":

    "Monthly report for " & Month ( Get(CurrentDate) )

    Use the contents of a text file as the message

    Insert Text from File (next to Message)

  10. (optional) Click Attach Files, then select a file. Repeat to attach additional files.

Notes 

  • 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‚Äôs contents, see the Send Mail script step.