Emailing Topics List

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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