Logging Emails ​
When you send an email to an individual, a log entry is automatically created with Contact type E (email) and the email subject entered as the Subject (e.g. see Class Location Change below).
Student Manager will automatically create a CRM record when these email routines are run:
- Registration Confirmations
- Certificates
- Emergency Emails
- Quick Email to Class
- Emailing Invoices
- Emailing Instructor Rosters
Other email routines give you the option to log to CRM: