You can define a correspondence as an email just like any other mailout on the Correspondence Definitions screen. From the Misc/Setup pull-down menu, choose the Correspondence Definitions option, and click the Add New Source/Mailout button at the bottom left corner.
To define a correspondence as an email, make sure to put "Email" anywhere in the Description for the correspondence (e.g. "Email Thank You Note", or "Reminder Email", or "EI: General Information Email" - as you can see, "Email" needs to be anywhere in the correspondence description field).
Then, you can set the body text for the email message on the Mailout/Correspondence tab in the Long Note / Email Text box there. You can type whatever text here for the email message.
When you want to insert a merge field (like you want the client's name to be in the email message), right-click in the Long Note / Email Text box where you are typing the text for the email message and click on the field you want. Notice here that there will be more than one set of fields listed (use the MORE FIELDS option at the bottom to get to the other fields - they are in alphabetical order). The most common field to use is the First Name field.
You can also choose to send HTML email messages so that your emails can contain formatted text and graphics. Click here for help on creating HTML email messages.
You set what the Subject for the email will be by entering it on the General tab of this Correspondence definition screen in the Short Note / Subject box there.
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