Email

This tab contains Email Communication

Create Link will open a popup window as below :

Select Funds Invested, Choose Target Investors either Only Current Investor or All Investors. Choose Recipients either All Investor Contacts or Primary Contacts.

Copy To select CC to send mail (Dropdown contains list of users). Email Subject defines Subject of Email to be send.

File can also be attached through choose file.

Help Button will open popup that contains some defined words that can be used to write mail.