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Sending Test Email

To send Test Email: click on the button “Test Email” (provided in General section of the RS Scheduled record form). This will open a pop-up (as shown below) in which you can enter “;” separated email ids.

To view the status of the “Test Email”: click on “Test Email status” section. The status may not be updated immediately … so you can refresh the list by right clicking and selecting “Refresh List” as shown below:

The test email can be viewed by browsing to “Closed Activities or Activities” section under the scheduled record. The test emails are prefixed by keyword “Test Email”

 

Please note the below points:

  •    “Test Email” button works only when the current record has been saved.
  •    Test Email functionality does not work when recipient option selected is “Multi-User Scheduling”