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Customer Forum

Sending Email

Workbooks Support Posted: 2011-01-18 16:24

When I type a person's name into the recipient box on an email their name doesn't appear.  Why not?

Workbooks Support Posted: Tue, 18.01.2011 - 17:21

When adding a recipient in this way, Workbooks only brings up a list of those people whose record includes an email address so it sounds like this field is empty on the record you're trying to access.  If you know it, you can type in the person's email address instead of the recipient name however, we'd recommend that you complete the email field in the person record so this problem doesn't recur and so that outgoing emails are shown against the person's record.