147 lines
8.6 KiB
HTML
147 lines
8.6 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Office Integration FAQs (E-mail, Import/Export, Write Letters)</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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<!--
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img.hcp1 { border:none; }
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table.hcp2 { vertical-align:top; }
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tr.hcp3 { vertical-align:top; }
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td.hcp4 { padding-right:10px;
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padding-left:10px; }
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span.hcp5 { font-weight:bold; }
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font.hcp6 { font-weight:bold; }
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-->
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Office Integration FAQs (E-mail, Import/Export, Write Letters)</p>
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<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_email_documents.htm">E-mail Documents</a> <font color="#C0C0C0">|</font> <a href="../qbpos_company_preferences/companyprefs_emaildocs.htm">E-mail Preferences</a> <font color="#C0C0C0">|</font> <a href="../qbpos_multi_store/multi_store_exchange_methods.htm">Store Exchange Methods</a></p>
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<div>
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<p style="text-align: right; font-family: Arial, sans-serif; color: #800000;"><span>Basic</span> </p>
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</div>
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<p class="Help-Heading-2">E-mailing from Point of Sale</p>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">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? <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<div class="droptext" id="POPUP239076969" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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<col style="width: 100%;">
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p class="Help-Text">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.</p>
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<p class="Help-Text">Your choices in this case are:</p>
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<ul>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Continue in the same manner in which it is working.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Set Outlook as your Windows e-mail client. <a href="../qbpos_basic_procedures/basic_windows_emailclient.htm">How do I?</a></p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Use the <span class="hcp5">A</span><font class="hcp6">dd or Remove Programs</font> 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.</p>
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</li>
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</ul>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">How do I change the format of my e-mailed documents? <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<div class="droptext" id="POPUP242540027" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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<col style="width: 100%;">
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p class="Help-Text">The format of your e-mailed documents is controlled by:</p>
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<ul>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted"><font class="hcp6">The document template specified in workstation preferences:</font> Specifies the information fields included and their arrangement on the page. This setting affects both printed and e-mailed documents. <a href="../qbpos_basic_procedures/printing/basic292.htm">How do I change the document template?</a></p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted"><span class="hcp5">(Pro) The e-mail format specified in company preferences</span>: 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. <a href="../qbpos_company_preferences/companyprefs_emaildocs.htm">How do I change the document file format?</a></p>
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</li>
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</ul>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a3">How do I view e-mail attachments that are in PDF format? <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<div class="droptext" id="POPUP247289360" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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<col style="width: 100%;">
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p>Viewing PDF documents requires that you have the free Adobe Acrobat Reader installed. You can install this program from your Point of Sale CD.</p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a4">Can I e-mail all of my customers or vendors at once? <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<div class="droptext" id="POPUP239171610" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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<col style="width: 100%;">
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p>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 <a href="../qbposimp/export_datawizard.htm">export</a> your customer (and vendor) lists to Excel.</p>
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<p>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.  </p>
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<p style="font-weight: bold;">Learn more about:</p>
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<p><a href="../qbpos_customers/cust_emailing.htm">E-mailing a customer</a></p>
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<p><a href="../qbpos_vendors/vendors_emailing.htm">E-mailing a vendor</a></p>
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<p><a href="../qbpos_customers/cust_email_mktg.htm">E-Mail Marketing with Point of Sale</a></p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<p class="Help-Text"> </p>
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<!--<p class="Help-Heading-2">Writing Letters</p>
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<p class="Help-Bulleted"><a href="qbpos:helppopup.6700">I get an "invalid
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field" message when trying to write a letter. How do I fix it?<img
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src="../image/yellow_up.gif" alt="Click to display a popup topic"
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title="Click to display a popup topic" style="border: none;" width="10"
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height="12" border="0" /></a></p> -->
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<p class="Related-Topics"> </p>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Main-Topic-Links"><a href="helpandsupport16.htm">Troubleshooting overview</a></p>
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<p class="Help-Text"><a href="hsoverview.htm">Help and support overview</a></p>
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<!--<p class="Help-Heading-2">Writing Letters</p>
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<p class="Help-Bulleted"><a href="qbpos:helppopup.6700">I get an "invalid
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field" message when trying to write a letter. How do I fix it?<img
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src="../image/yellow_up.gif" alt="Click to display a popup topic"
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title="Click to display a popup topic" style="border: none;" width="10"
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height="12" border="0" /></a></p> -->
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<!--<p class="Help-Heading-2">Writing Letters</p>
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<p class="Help-Bulleted"><a href="qbpos:helppopup.6700">I get an "invalid
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field" message when trying to write a letter. How do I fix it?<img
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src="../image/yellow_up.gif" alt="Click to display a popup topic"
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title="Click to display a popup topic" style="border: none;" width="10"
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height="12" border="0" /></a></p> -->
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<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
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if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
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TextPopupInit('a1','POPUP239076969');
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TextPopupInit('a2','POPUP242540027');
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TextPopupInit('a3','POPUP247289360');
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TextPopupInit('a4','POPUP239171610');
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//]]></script>
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</body>
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</html>
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