Adding additional recipients to an email

Chris Horroll
Chris Horroll
  • Updated

You can add extra recipients to any email, as long as they're a contact in your database with an email address saved on their contact record. If a recipient has more than one email address, you can choose which to use before sending.

Adding recipients and sending an email

Open the email from the contact, choose the addresses, then complete and send.

  1. Click Contacts on the main navigation bar
  2. Select the relevant contact from Recent & Favourite Contacts
    1. Alternatively, find the contact using the Search Contacts bar in the top right
  3. Click Overview on the side menu
  4. Click the @ symbol below the name of the contact 
  5. The Email window opens
    1. If the contact has more than one email address, hover over their name in the To field and click Choose email address
    2. Tick the email address(es) that you want the email to be sent to
    3. Click Select
    4. In the CC field, type the names of any other contacts who you want to include in this email
    5. Edit the Subject of the email, if needed (by default, the template name will be set as the Subject)
    6. Type your Message
    7. Add any Attachments needed, either by browsing your computer and selecting attachments directly from your desktop, or by browsing Alto
  6. When you have finished creating your email, click Send 

A record of the email is saved in the Timeline of all records that it is associated against, which you can track the progress of, retrieve at a later date, and resend if necessary.

Was this article helpful?

0 out of 0 found this helpful

Can't find what you're looking for?Contact support