When you send an individual email using Student Manager’s Email module, 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
- Emailing Instructor Contracts
Other email routines give you the option to log to CRM:
- Emailing Course Reminders
- Emailing Follow Up Emails
- Mass Emails
- Mass Email Receipts
- Mass Merge Emails
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