Welcome. Login. New Registrations are disabled.



Go to last post Go to first unread
#1 Posted : Wednesday, August 15, 2018 11:10:47 AM(UTC)
Rank: Advanced Member

Posts: 123

Send a Video Email from the Contact Screen  

[Note: This feature is also available on the Mobile Mortgage Manager app]

Mortgage Manager includes Video Email capability so that you can quickly record and send a video from the app. To begin, open a contact click on either of the two Email icons(Figure 1):

​​​​​​​(Figure 1: Contact - Send Email)

Click on Select Template and select Video Email Template (Figure 2):

(Figure 2: Contact - SendEmail - Select Template)

Place the cursor at the start of a blank line where the video link will go and click on Insert/Record Video (Figure 3):

(Figure 3: Record Video)

In the next window, you can select an existing video or, as in this example, click on Record Video (Figure 4):

(Figure 4: Record Video)

Click on Record and then on Stop when done recording. You can optionally give the video a custom filename or just use the default filename, and then click OK (Figure 5):

Figure 5: Record Video - Filename)

Click on Take Snapshot to create a thumbnail snapshot, then optionally edit the filename and click OK (Figure 6):

(Figure 6: Record Video - Take Snapshot)

Click OK (Figure 7):

(Figure 7: Video - OK)

The thumbnail snapshot is now in your email. Click OK (Figure 8):

(Figure 8: Video - Snapshot -OK)

Note that your video email is shown in the Activities Dashboard (Figure 9):

(Figure 9: Video - Activities Dashboard)

Your email is sent with the thumbnail snapshot as a hyperlink which will open and play your video.

You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.