Emailing a Client

You can write and send an email to a customer without leaving Xagle. The message can use saved templates and your signature.

Before you start

Your company must have email set up in Xagle. If you never see Send email, ask your admin.

Send email

1. Open the client.
2. Open the Actions menu (often near the top).
3. Click Send email.
4. Pick who gets it, choose a template if you want, edit the subject and body.
5. Preview if you like, then send.

You can add a few attachments. There is a limit on how many files you can add at once.

If Send email is missing, your role may not allow it. Ask your admin.