NOTE: First configure emails in Client Management before you can use the email clients feature.

You can email single or multiple clients within Client Management to keep in touch with clients, send updates quickly, and keep everything organised.

Email multiple clients

1. Click the Clients and prospects tab.
2. Select Email clients on the list option. 
3. Select the tick box next to the client's you wish to email, followed by Continue.
4. Choose your Message type from the drop-down.
    TIP: You can create the message yourself or have Copilot do it for you.
5. Enter a Subject for your email.
6. Select Send once you are happy with the content in the Message box. 

Email single clients

1. Click the Clients and prospects tab.
2. Choose your client from the list.
3. Select the three dots next to Client actions.
4. Click Message client.
5. Choose your Message type from the drop-down.
    TIP: 

    

   You can create the message yourself or have Copilot do it for you.
6. Enter a Subject for your email.
7. Select Send once you are happy with the content in the Message box. 

Learn how to generate emails for Sage for Accountants using Copilot