Office Integration FAQs (E-mail, Import/Export, Write Letters)

E-mail Documents | E-mail Preferences | Store Exchange Methods

Basic

E-mailing from Point of Sale

I have Outlook Express set up as my default Windows e-mail client, but when I select to e-mail a document or run Store Exchange, Point of Sale launches Microsoft Outlook instead. How do I fix this?

There are known issues with using Outlook Express to handle file attachments, which is necessary when e-mailing documents or Store Exchange files. For this reason, if you also have Outlook installed, Point of Sale will use Outlook to send these files. Outlook Express will continue to be used when sending e-mails from a vendor or customer record. Your choices in this case are: Continue in the same manner in which it is working. Set Outlook as your Windows e-mail client. How do I? Use the A dd or Remove Programs option in Windows Control Panel to remove Microsoft Outlook from your computer. Point of Sale will correctly launch Outlook Express once Outlook is removed, however your e-mail documents will be subject to Outlook Expresss limitations.

How do I change the format of my e-mailed documents?

The format of your e-mailed documents is controlled by: The document template specified in workstation preferences: Specifies the information fields included and their arrangement on the page. This setting affects both printed and e-mailed documents. How do I change the document template? (Pro) The e-mail format specified in company preferences: Use this setting to be sure the e-mailed document is compatible with the recipients installed programs for viewing it. File format options are PDF, Text, HTML, or Excel. How do I change the document file format?

How do I view e-mail attachments that are in PDF format?

Viewing PDF documents requires that you have the free Adobe Acrobat Reader installed. You can install this program from your Point of Sale CD.

Can I e-mail all of my customers or vendors at once?

You cannot complete mass e-mailing from within Point of Sale. However, you can build targeted marketing customer lists to use with third-party e-mail marketing providers or export your customer (and vendor) lists to Excel. The customer lists you create can be sent directly to an e-mail marketing partner integrated with Point of Sale or can be manually uploaded to another provider of your choice. Learn more about: E-mailing a customer E-mailing a vendor E-Mail Marketing with Point of Sale

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