How to: See where information originates in an outlook email sent from RFMS.

To: If the customer record has an email address this will automatically pull into the email or manually enter this information on the email

CC: Optional Information. Manually enter this information on the email.

BCC: Optional Information. Manually enter this information on the email, or check the box on email set up.

Subject: Automatically pulled from the record being sent. (if use email pdf option)

Attached: Automatically pulled from the record being sent. A copy may also saved.

Message: Manually enter this information on the email.

Email signature is created from the information entered in the signature field in email set up. This can be edited on the email.