Documentation

MIDAS Documentation v4.20

Emailing Clients

MIDAS provides the ability to email your clients directly from within the software at any time!

Firstly, you will need to locate the client you wish to email, via the search icon in the main toolbar. Enter part of the client's name into the search field (ensuring the "Clients" search option is selected so that MIDAS knows what to search for)

Locate the client in the list of search results, and if an email address exists for the client, a corresponding icon will be displayed

Selecting the icon will allow you to compose an email to the client.

Once you have composed your email, click/tap "Send" to send your email.

Tip: Tick the "BCC to me" box before selecting "Send" to have a copy of the email also sent to your email address for your records