FAQs in this section
Can I create leads, contacts, and organizations using incoming emails?
How can I compose an email?
Can I insert links in my email?
Is there a way to embed an email template while composing emails?
How can I set up my signature for outgoing emails?
Is there a way to schedule emails?
What actions can I perform on emails in the email list?
What actions can I perform on an email?
How can I set up an outgoing server for emails?
Where can I check my mails?
Can I import emails?
Can I set up a reminder to follow-up on an email?
How can I add a CNAME record?
Why are my emails bouncing?
What happens when a hard bounce occurs?
What is an email client?
What happens when an email is forwarded to Mailroom?
What is the email limit in Vtiger CRM?
Can I mark unassigned emails as Done?
How can I increase the number of Helpdesk IDs?
Does the CRM provide automated email tracking or logging for capturing communication history related to opportunities?
How do I duplicate email templates?
How do I delete an email template in Vtiger CRM?
How do I create an email template in Vtiger CRM?
How do I edit a template using HTML source code in Vtiger CRM?
What actions can I perform in an email?
How can I setup my Reply-To email for cases and ad-hoc emails?
How do I set up My Mailbox with the auto-forwarding option?
What is the purpose of an Email Feedback Loop?
What is the maximum number of email addresses I can add to the To field when sending emails from Quotes or other modules in Vtiger CRM?
When adding multiple contacts to an email, will the merge tags for personal identity (name, email, phone) be taken from the first contact listed?
Can I attach a file to my email?
Table of Contents
Yes. You can attach files to your email from your local computer or from Documents in the CRM.
Follow these steps to attach a file to your email:
Follow these steps to attach a file to your email:
- Open the Compose Email window.
- Click Attach Files.
- Choose:
a. From Computer to browse through your local computer to attach a file
b. From CRM to browse through your documents saved in the Documents module
b. From CRM to browse through your documents saved in the Documents module
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