Accessing the Email Window

The email window displays from many places throughout the system depending on the type of paperwork you are sending. Use these windows for setting standard email options, too.

The following are the most common ways you view the window for sending email:

From the System > System Programming > Add-on Products > OutboundEmail menu, select Email Send to display the Send Email window.
File menu on windows such as Print Statement and Spooler Control.
From Print Options
1. From the System > Printers menu, select Your Hold Entries or All Hold Entries.
2. From the Report menu, select Print.
3. Select a printer, if prompted.
4. Click the Email button to display the Send Email window.
Note: When displaying the Send E-Mail window from the print options, the system automatically attaches the report to the email you are sending.
From Purchase Order Entry or Sales Order Entry
1. Display the order you want to email.
2. Click the Status tab.
3. In the Print column, select Email.
4. From the Print menu, select Options to display the Order Reprinting Options window.
5. From the File menu, select Email Order to display the Email Format window.
6. Indicate if you want to send the email in HTML or in Plain Text format and click OK to display the Send E-Mail window.
From Customer Maintenance
1. From the Maintenance menu, select Customerto display the Customer Maintenance window.
2. Display the customer for which you want to set up the email selections and settings.
3. From the Additional menu, select Activity Trigger.
4. Set the Activity Triggers as needed.
5. From the File menu, select Save and return to Customer Maintenance.
From Vendor Maintenance
1. From the Maintenance menu, select Vendorto display the Customer Maintenance window.
2. Display the customer for which you want to set up the email selections and settings.
3. From the Additional menu, select Activity Trigger.
4. Set the Activity Triggers as needed.
5. From the File menu, select Save and return to Vendor Maintenance.