Hi Lester,

As Kate mentioned, there are lots of ways to send emails to your customers. Some use SalesCQ, some use Letters in Adagio Receivables, some use Export templates and finally you can ExcelDirect our a SmartFinder or Filtered list and use Word's e-mail merge.

While SalesCQ is supposed to automatically record a note in the customer Notes about e-mails that have been sent, this feature was "broken" in the recent upgrade. However, you can import Notes directly, so that's a minor inconvenience.

You will need to define exactly what steps you want to perform and which customers you want to target. Adagio can only provide the tools to implement those steps.