This option is used to email contacts you have set up for one particular
customer or prospect. Click here for instructions on setting up
contacts. It
works in conjunction with Microsoft Outlook which must also be installed on
the PC you are working on. To email a large group of recipients, refer to Send
a Global Mailshot Email.
Please note that the Email a Contact icon in the toolbar is not available in
Power Gx on the Cloud.
1. Select Gx CRM on the toolbar.
2. Select Contact Details from the menu.
3. Enter the required customer or prospect account. You can use their quick
access code or the advanced search to find an account if you do not know
the exact account code.
4. Click the Email a Contact icon on the toolbar.
5. You will be displayed a list of email addresses saved in Power-Gx for this
account. Click the required one(s) then click the To button.
6. Enter a Subject for the email.
7. Click Ok.
8. Microsoft Outlook usually displays a warning message asking you to
confirm that it is ok to use your email account to send an email from this
program. Tick the check-box to allow access then choose Yes.
9. Outlook will open a blank email addressed to the recipient(s) selected, with
the subject entered.
10. Type the text in the email and send as normal.
Alternatively, to email the contact person currently displayed at the top right of
the screen in Gx CRM\Contact Details, simply click the icon to the left of
their email address.
on the toolbar. 
icon to the left of
their email address.