Send Data by Email

After creating a filtered search, you can send order, transaction, and invoice data by email.

Note: As you send email messages, you can also build your Address Book. See Send Email and Address Book Integration for details.

  1. Open the Orders, Transactions, or Invoices page. An example of the Orders page follows.

  2. Search for specific data.
  3. Click a link in the PO#, Transaction ID, or Invoice # column. The appropriate view opens (PO, transaction, or invoices).

  4. Display the data you want to send.
  5. Click the icon. A Send Email dialog box opens.

  6. Complete the fields.
    FieldDescription
    Subject

    The application completes this field based on the selected data.

    You can edit the field, if necessary.

    Mail To

    Type at least two letters of the recipient's email address to auto-complete the field from your organization's Address Book.

    For addresses not in the Address Book, type the entire address.

    Tip: To add this address to your organization's Address Book, scroll down and select the Add to Address Book checkbox.

    Copy To

    Type at least two letters of the recipient's email address to auto-complete the field from your organization's Address Book (optional).

    For addresses not in the Address Book, type the entire address.

    Tip: To add this address to your organization's Address Book, scroll down and select the Add to Address Book checkbox.

    Copy me on this e-mailSelect to receive this message in your own email inbox (optional).
    Add a comment

    Type a comment for the recipients (optional).

    This comment will be included at the top of the email message.

  7. Click Send. The application sends an email message to the recipients and includes the detailed information in the body of the message.

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