Communication from the Contact Record

Articles

 Email from a Contact Record
A quick and convenient way to communicate with your contacts, is by sending them emails directly from their contact record Inside Infusionsoft Directions While viewing the contact record, click the email icon next to their email address....
Hide your email communications on a contact record
Emails you receive through the Infusionsoft email client are automatically recorded in the communication history of the contact that sent you the message. Your reply is also recorded in the history by default. Most of the time this is desirable sinc...
Email Status Search
The email status search report displays a list of people based on the status of their email address (i.e. bounce , opt-in , opt-out , etc.). You may use this search to clean up your database or to follow up with people ...
Create and apply a standalone note template
Create a standalone Note Template and apply it to a contact record.  Use note templates to record personal interactions or events related to a contact record.  Note templates save time by reducing or eliminating manual follow-up changes...
Send a one-off fax to a contact
You can send a fax to one contact or broadcast a fax to a group of contacts. Before you start using Infusionsoft to send faxes, you may want to set up a confirmation email address through Marketing > Settings > Voice & Fax . The system w...
Print a letter for a contact
You can print a letter for one contact or create a letter broadcast to  print one for a group of contacts. Infusionsoft will create a letter in  Microsoft Word with the merge field s already filled in. You just need to print the letter an...
Create a task or appointment while viewing the contact record
You can create tasks or appointments from a contact record or from My Day . When you use the My Day calendar, you'll be able to coordinate tasks or appointments with your overall schedule. When you create tasks or appointments on a contact reco...
Print mailing labels for contacts
You can use Infusionsoft to print a mailing label for one contact or to print mailing labels for a group of contacts. Infusionsoft will create a label document in Microsoft Word with the merge field s already filled and ready to print. Go to CRM...