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Last updated: 2025-09-19


Intra-Office E-mail


With the Intra-Office E-mail feature, you can send a message to other SmartOffice users in your organization regarding the contact you're viewing.


The message is sent to the e-mail address listed on the User Preferences - Basic Info content link of each selected recipient. In addition, the message is posted to the contact's SmartPad.


  1. Select a contact, policy or other record from a list, or open the record.
  2. Select Menu > Communication > Intra-Office E-mail to open the Intra-Office E-mail dialog box.
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  1. In the list of SmartOffice users, select each user you want to send the message to.
  2. Under Quick Message Options, select an appropriate subject, or enter a subject in the Subject field.
  3. Type the text of the message in the Message box.
  4. (Optional) To create a follow-up task for each recipient, select the Create follow up task for recipient(s) option.
  5. Click the Send button.