This article provides step-by-step instructions for sending emails directly from ParishSOFT Family Suite, including selecting recipients, composing messages, and managing delivery settings for effective parish communication.

1. If needed, select a different organization from the Organization list.
2. Navigate to the page containing the people you want to email (e.g., families, members, or staff).
3. Select your email recipients:
   • To select specific individuals, check the box next to each desired name.
   • To select all visible records, check the box in the column header.
   • To deselect all selected records, click the selection box again.
4. In the toolbar, click .
5. The View Recipients window opens, displaying the email addresses of the selected records at the top.
   • Unique email addresses are included. If multiple records share the same email address, only the first instance is added to the list.
6. Review the list. To make changes:
   • Add more recipients:
     • Click Close to return to the page.
     • Select additional records.
     • Click the Email icon again to reopen the View Recipients window with the updated list.
   • Remove specific recipients:
     • Uncheck the box next to each name.
     • Click Clear Unchecked to remove them.
   • Remove all recipients:
     • Click Clear All to empty the list and start fresh.
   • Reload recipients from the grid:
     • Click Load from Grid to pull all unique email addresses from the current view (filtered or full list).
7. Click Next. Then:
   • Be aware that email addresses in the To: and Cc: fields are visible to all recipients. To keep addresses private, use the Bcc: field.
   • Choose where to place the email addresses:
     • To: for direct communication.
     • Cc: for courtesy copies.
     • Bcc: for hidden recipients.
8. The Send Web-Based Email window appears. By default, your email address is placed in the From: and To: fields.
   • You can delete, cut, copy, or paste email addresses between fields. Use commas to separate addresses.
9. Complete the email header:
   • (Optional) Add more email addresses.
   • Enter a subject line.
   • To attach a file, click Attach, browse to the file, and confirm.
10. In the Message field, type your email content. Choose a format:
    • Design: Rich Text Format (RTF) with styling options.
    • HTML: For recipients who prefer HTML emails.
11. Enter your email password in the Password field. To save it for future use, check Save Credentials.
12. Click Send to deliver your message.