Thank you for using the English version of the JTL-Guide!
We are currently still building up the English documentation; not all sections have been translated yet. Please note that there may still be German screenshots or links to German pages even on pages that have already been translated. This guide mostly addresses English speaking users in Germany.
We are currently still building up the English documentation; not all sections have been translated yet. Please note that there may still be German screenshots or links to German pages even on pages that have already been translated. This guide mostly addresses English speaking users in Germany.
Note: On 1 September 2024, JTL introduced new editions that bundle most of the previous individual services into different packages. In order for you to continue working as smoothly as possible, existing customers were automatically switched to the package configuration that best matched their existing contract. The individual packages differ in terms of limitations and/or range of functions. Therefore, some of the features described in the JTL-Guide may not be available to you as part of your booked JTL edition. You can change your package configuration in your JTL customer account. Find out more about the new editions and packages here. Check our FAQ for frequently asked questions about the product editions.
Sending messages to contacts
Your task/initial situation
If you sell to other businesses, you usually have several contacts for different topics. You would like to send an email to one of these contacts.
Sending a message
- Click on the Customers icon to go to the customer overview in JTL-Wawi.
- Select the customer you want to send a message to, so that the customer data is displayed in the customer master data.
- Go to the Contact tab in the quick access.
- Right-click on the contact you want to send a message to and select Send message in the context menu. The Sending messages dialogue box opens.
- Select the desired output method, for example Email.
- Enter your message and add an attachment if required.
- Click Send.
The message is now sent via the selected output method.