E-mail a Customer

E-mail a Document | E-mail FAQs | Export Data

Basic

You can quickly send an e-mail to a customer, provided you have entered their e-mail address on the customer record and have a default Windows e-mail client set up.

If you wish to attach a Point of Sale document to the e-mail, use the e-mailing a document procedure instead.

To send e-mail to a customer:

  1. Select the customer record in your customer list and, if not already showing, click the Details button.

  2. Open the Contact Info section.

  3. Click the e-mail address link (blue text).

Your default e-mail client opens with the customer's address pre-filled.

  1. Add a subject line and body text to the e-mail.

  2. Click Send.

 

Notes:

Office Integration