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E-mailing a Summary of an Entity

For each company, a summary of the information is available on the Entities Summary page. This page can be printed or e-mailed to a list of recipients.

To E-mail a Summary:

  1. Open the Entities module.
  2. On the Entities List page, click on an entry in the list of entities. If the Entities Summary page does not open, click the Summary tab to open it.
  3. On the Entities Summary page, click the E-mail button.
  4. On the E-mail Company Summary dialog box, type a comma-separated list of addresses to which the e- mail should be sent in the To Address list box, or click the þÿ Select To Address button to select from a list of e-mail addresses for people records from Suite. On the People List dialog box, click on the checkboxes to select people, and click the Select button.
  5. The From Address text box populates with a global setting for a default sender e-mail address beginning with Suite 8.11.0 Service Pack 12. If the global setting is blank, this text box populates with the current user’s primary e-mail address (if more than one e-mail address is marked as Is Primary, eCounsel will use the first primary e-mail address it finds), but can be changed by typing in a new address. Once the user sends an e-mail summary, the last value used will be saved as a user default preference.
      No validation of e-mail addresses occurs beyond that the syntax is correct.
  6. Change the subject for the e-mail message or enter a comment that will appear in the body of the e-mail.
  7. Click the Continue button. A summary of information will be sent to all specified e-mail addresses.
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