How to Email Individuals

You can easily send email to a group or to a single person.

Sending an Email to Multiple Individuals

If your email is to a group, follow these steps:

On the Home page, click the Individuals tile to open the Individuals page.
If necessary, use the search feature to find the name of the recipient or use the filters to create a list of recipients. For various ways to find people, go to How to Search for People.

The names of potential recipients are listed in the Individuals grid.

Important

The Email button is visible only if at least one of the people in the grid has an email address.

In the grid, select the checkbox next to the name of each recipient.
In the toolbar in the upper right, click (Email Individuals).

Opens your email client where you can create an email message to send to selected individuals.

Your computer's default email client opens. Your email address appears in the From: field. Your recipients' email addresses appear in the To: field.

If necessary, edit the To: field by adding or removing the addresses of recipients.
In the Subject field, type whatever you want for the subject.
Type the the text of your email in the area below the Subject field.
If you want to add photos or files to your email, click the attachment icon, find the file on your computer, and upload it to the email.
Click Send.

If your email is to a single individual, follow these steps:

You must be in Card view to email a single individual.

On the Home page, select Individuals to open the Individuals page.
The page opens in grid view. To view the page in card view, click this button in the toolbar: .
If necessary, use the search feature to find the name of the recipient. For various ways to find people, go to How to Find People.
Click the individual's name link to open their record.
In the upper-right corner of the individual's card, click the Email button ( Email Individuals). This button is only visible if the individual has an email address in their record.

Opens your email client where you can create an email message to send to selected individuals.

Your computer's default email client opens. Your email address appears in the From: field. Your recipients' email addresses appear in the To: field.

In the Subject field, type whatever you want for the subject.
Type the the text of your email in the area below the Subject field.
If you want to add photos or files to your email, click the attachment icon, find the file on your computer, and upload it to the email.
Click Send.