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QBPOS-Help/backups/backup_html_20260109_181155/cust_emailing.htm

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<title>E-Mailing a Customer</title>
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<p class="Help-Heading-1">E-mail a Customer</p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_email_documents.htm">E-mail a Document</a> <span class="hcp1">|</span> <a href="../qbpos_help_and_support/help_emailfaq.htm">E-mail FAQs</a> <span class="hcp1">|</span> <a href="../qbposimp/export_datawizard.htm">Export Data</a></p>
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<p style="text-align: right; font-family: Arial, sans-serif; color: #800000;"><span>Basic</span> </p>
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<p class="Help-Text">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 <a href="../qbpos_basic_procedures/basic_windows_emailclient.htm">default Windows e-mail client</a> set up.</p>
<p class="Help-Text">If you wish to attach a Point of Sale document to the e-mail, use the <a href="../qbpos_basic_procedures/basic_email_documents.htm">e-mailing a document</a> procedure instead.</p>
<p class="Help-Info-Line">To send e-mail to a customer:</p>
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<p class="Help-Steps">Select the customer record in your customer list and, if not already showing, click the Details button.</p>
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<p class="Help-Steps">Open the Contact Info section.</p>
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<p class="Help-Steps">Click the e-mail address link (blue text).</p>
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<p class="Help-Indent">Your default e-mail client opens with the customer's address pre-filled.</p>
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<p class="Help-Steps">Add a subject line and body text to the e-mail.</p>
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<p class="Help-Steps">Click <span style="font-weight: bold;">Send</span>.</p>
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<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
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<p class="Help-Bulleted">Point of Sale can also create targeted customer lists for use in e-mail marketing campaigns you do through a third-party service providers. <a href="cust_email_mktg.htm">Learn more</a>.</p>
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<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_officeintegration.htm">Office Integration</a></p>
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