What's This All About?

Welcome to the Ascendix Search Email Setup guide! This nifty feature allows you to supercharge your email capabilities within Ascendix Search. By setting up email functionality for different objects, you'll be able to send emails more efficiently and keep your communication streamlined. Whether you're reaching out to contacts, following up on leads, or updating clients, this setup will make your life easier. 

Why Should You Care?

Flexibility: Connect emails to various look-ups in your system.
Efficiency: Quickly send emails using the right contact information.
Organization: Keep your communication tied to the relevant data in Ascendix Search.

How to configure it? Check this article.

In complete, your setup should look similar to this:

To send an email, navigate to the Email dialog, and simply select the recipient from the dropdown:

This functionality is also available in the Mailchimp dialog:

Pro Tips

No Déjà Vu Allowed: The system won't let you define the same email/relationship/field combo twice. It's our way of keeping things tidy!
Review Before You "I Do": Always double-check your selections before saving. It's like proofreading, but for data!
Stay Up-to-Date: Give your email setup a checkup now and then. It keeps everything running smoothly.

Need Help?

If you get stuck or have questions, don't panic! Reach out to your friendly neighborhood Ascendix support team. They're like tech superheroes, but with better customer service skills.

Happy emailing!