Emailing Topics List

Emailing Topics List

Emailing reports and forms

· Emailing reports and forms

· Emailing a report or a single form

To email a single sale or purchase

To email a report

· Emailing a batch of forms

To email a batch of sales or purchases

· Emailing customer statements

To email customer statements

Entering and editing defaults

· Entering default email subjects and messages for forms

· Editing emails

To edit default email subjects and messages for forms

PDFs

· Saving forms or reports as PDFs

To save a sale or purchase as a PDF

To save a report as a PDF

Using the Card Information window

· Sending an email message using the Card Information window

To send an email message (Card Information window)

· To access a contact's website (Card Information window)

Faxing

· Faxing a form or report

To fax a sale or purchase

To fax a report

Troubleshooting

· Problems sending documents to email, fax or disk