Firm360 allows you to send emails directly from a client contact record, making it easy for your team to communicate with clients without leaving the platform.
Steps
Navigate to the Clients tab.
Open the Client record.
Either click the Email icon on the Clients main tab, or select the Contacts tab.
Locate the contact you would like to email.
Click the Email icon next to the contact’s email address.
Enter your message in the Send Email window.
Click Send.
Notes
Emails will be sent to the address listed for the contact.
Additional recipients can be added before sending the email.
Clicking the email icon will open your default email application and automatically populate the contact’s email address in the To field.
The email application that opens depends on the default email program configured on your computer or browser (for example, Outlook, Apple Mail, or Gmail).
Troubleshooting
If clicking the email icon does not open your email application, check your computer’s default email settings to confirm that an email program is configured.
For Windows users:
Open Settings.
Select Apps.
Click Default Apps.
Under Email, choose your preferred email application.