Email Lists And Sending Emails

From the View Contact Screen, click on the Icon_VewList icon next to Email.

Overview

The View Contact Screen displays the primary email address.  You can see a list of all of the email addresses associated with the contact by clicking on the List Icon, Icon_VewList next to the primary email address.

 

Sending Emails

Provided your device can send emails, there are several ways to send emails from Advisors Assistant Mobile.

1.From the email address on the View Client Screen
2.By clicking on the Icon_Email Icon next to the email address you wish to use on the Email List.
Click to Expand or Collapse
Email list on typical 7" tablet
3.By clicking on the Email address on the Email List above or on the View Client screen.

 

Field Name

Field Name Text

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Field Name

Field Name Text

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Example Text

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Field Name

Field Name Text

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Example Text

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See Also

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When entering an organization's name, if it is a joint account, enter the last name first, such as Smith, John and Jane.  This makes it much easier to locate by last name.