Can I send records to a user on the same project that’s not part of a Distribution List?

Learn how to Send Records via Zutec Mail

Distribution Lists can be used to automatically send records matching a certain criteria to selected people. If you are required to send a record (or multiple records) to another Zutec user on the same project, that aren't part of a Distribution List (or for any other reason), please follow the below steps:

  • Select the record(s) via the tick box next to the record(s) in the table view.
  • Click 'Actions' and 'Email Records'

 

 

  • Fill in the required details of the message and click 'Send Letter'.