Send an email, post, or SMS

Via Gestan, you can directly send a standard email, standard letter, or standard SMS to any selected contact.

In these standard messages, a system of keywords allows them to be personalized with the corresponding data. For example, you can put %CONTACT_NAME% in the body of your message, which will be replaced by the contact name when generating the message (see mots-cles).

The window allows you to configure the email to send.

The To, CC, and CCI fields are intended for recipient addresses, clear copy, and hidden (invisible) copy.

The PJ field indicates the path of the possible attachment. You can open this attachment, for checking before sending, by right-clicking on the field. You can add as many attachments as you want (within any size limits imposed by your ISP).

It is possible to specify that the email has a high priority and/or request a read confirmation or an acknowledgment of receipt from the recipient (the recipient may, however, refuse to send it to you). send).

If the copy box is checked, the copy of the email is sent to the sending user's email address.

If the memo box is checked, a “mail” action is stored in the contact folder, memorizing the characteristics and text of the email sent.

The context menu of the PJ field allows you to automatically add all or part of the documents linked to the contact, and/or to the products in the room, as attachments to the email.

The Business/Personal/Billing/Delivery selector allows you to select the address to be taken into account for the selected contact.

If the memo box is checked, a “mail” action is stored in the contact's folder, memorizing the characteristics and text of the mail sent.

Check boxes:

• without N/Ref: allows you not to print the “N/Ref” line
• without tracking: allows you not to print the “Followed by” line
• without address: allows you not to print the address: you can therefore use standard letters for any document other than a letter, such as for example an internship agreement or a sworn certificate, documents which do not necessarily have to adopt the standard formatting of a letter.
• without header and without footer allow you not to edit a header and/or footer. Very useful if you are using pre-printed paper.

To send SMS, you must have opened an SMS sending account with a provider.

Depending on the boxes checked, the selected phones will be displayed in the Recipients area.

Clicking on the Validate button sends the Message area by SMS.

Other “Contacts” articles