How to Send Material on a Contact Record

On the Contact Record, you can send materials such as images, PDFs, and videos via email or text while working on a contact.

*Note: Remember that neither Email nor Text options will appear if the contact record does NOT have a phone number or email attached or if the Contact has opted out of Text and/or Email communication.

Depending on the contact information available, there are up to four methods to send Material to a Contact via email or text.

Step 1

Open a Contact Record.

Step 2

Choose how you want to send the Material:

New Email Options

1. Click the "Actions" dropdown menu.

   • Click on "New Email", or

2. Click the "Email" tab across the top right of the Contact Record.

   • Click "New Email" at the top right of the Email tab information.

3. This will open a pop-up to write a New Email.

New Text Actions

1. Click the "Actions" dropdown menu.

   • Click on "New Text", or

2. Click the "Text" tab across the top right of the Contact Record.

   • Click "New Text" at the top right of the Text tab information.

3. This will open a pop-up to write a New Text.