Email messages
You can send out email messages to notify your customers about an upcoming delivery or remind your colleagues about an afternoon meeting.
Setting up email accounts
Before you can start sending email messages, you need to set up email client. To learn more, see Setting up email accounts.
Optional: To create email messages from templates, turn on Message templates. For more details, see Managing message templates.
Composing email messages
You can compose a message:
- From the Business interactions workplace, where you can manage all your interactions.
- From a document that supports sending messages.
Composing a message from Business interactions workplace
- Go to Settings.
- Under Personal settings, click Business interactions.
- Click Create and select Email.
- To add a recipient, right-click the recipient field, and select Add. Then, type an email address or choose one from the Address Book.
- Add a subject.
- Write your message.
- Click Send.
Composing a message from a document
Some of 1C:Drive documents support sending messages. You can recognize them by icon on their toolbar.
When you send an email message from such a document, the name of the selected document becomes the message topic, and the counterparty specified in the document becomes the message recipient.
To compose and send an email message from a document:
- Open a document list that supports sending messages.
- Do either of the following:
- Select a document with the counterparty you want to send a message to.
- Open a document with the counterparty you want to send a message to.
- Do either of the following:
- Click and select Compose mail to write a message.
- Click and select Send mail... to create a message from template.
- To add a recipient, right-click the recipient field, and select Add. Then, type an email address or choose one from the Address Book.
- Add a subject.
- Write your message.
- Optional: Attach files to your message.
- Click Send.