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What to do when I cannot send a document as an e-mail in SuperOffice CRM?

I am trying to send a document as an e-mail from SuperOffice CRM. When I right-click on the document, the option Send as e-mail is greyed out. Why does it happen and how do I fix it?

This situation can occur when your e-mail client settings in SuperOffice CRM are set to use SuperOffice CRM Inbox as a main e-mail client and you do not have the Inbox configured.

Please follow the steps below to troubleshoot it:

  1. Click on the  button, then Local settings.


     
  2. Then in the E-mail client section select the SuperOffice CRM option, if you want to use the integrated Inbox to send and receive e-mails. If you select Microsoft Outlook, then this application will be used for the e-mail management.


     
  3. Configure the e-mail client with your e-mail details:

 

More information

FAQ: What to do when a new e-mail dialog does not open after clicking on an e-mail address or the E-mail button in the bottom toolbar in SuperOffice CRM?