You can send an email anytime from within Aero Workflow (as long as you have connected your gmail account to Aero). Navigate to Quick Links > Start Email. The Email screen will open and the timer will start recording your time. On this screen you will see:
| To | You can type emails directly into these three fields, separated by commas. Or you can choose emails to be inserted into these fields from the dropdown list below. |
| CC | |
| BCC | |
| Contact | You can add a contact name here. |
| Below the contact field, you can choose an email by picking from the dropdown list or start typing the name to filter. | |
| Add To | Click the Add To button to add the email you chose to the To field |
| Add CC | Click the Add CC button to add the email you chose to the CC field. |
| Add BCC | Click the Add BCC button to add the email you chose to the BCC field. |
| Subject | Fill in the subject of the email. |
| You can choose one of your email templates from the dropdown list to be the body of the email. | |
| Pull from template | Click the pull from template button to pull the template you chose into the body of the email. |
| Description | This is the body of the email. You can use the formatting bar to include images and links. |
| Type *Required | Choose and Aero type for the email. |
| Company | You can choose a company to attach to the email. A copy of the email will then be saved in the company’s Aero list. |
| Project | The project this Aero is associated with (choose from the drop down menu or start typing a project name, company name, or project type to find). |
| Hat | You can choose a job ‘hat’ you’re wearing while writing the email. |
| Billable | Check the box if the time spent writing this email is billable. Leave it unchecked if it’s not. |
| Timer | Clicking the white arrow on the right of the timer will open up all the timer options:
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