- In the Action record, select the Email category
- Select the appropriate email address in the Email drop-down. The constituent must have an email on their preferred address to select an email.
Note: If emailing a contact at an organization firstly select the contact from the Contact drop-down on the right of the Action screen and the appropriate email address(es) for that contact will then be available in the Email drop-down.
The contact email address(es) listed in the Email drop-down are from the contact''s record on the Relationship tab of the organization Constituent record.
- Click the envelope icon beside the email address
On the menu bar, select Action, Send email
- Outlook will open up. Compose the email and click Send.
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