Send Multiple Items by Email

Use the following steps to send multiple orders, transactions, or invoices in a single email message. An example of the Orders page follows.

  1. Create a filtered search using Quick Clicks or Advanced Search.
  2. Select multiple items by clicking the checkbox to the left of each item in the table or select the checkbox in the table header to include all items in the list.

  3. Click the icon. The Send Email dialog box opens.

  4. Select a column option.

    • Only checked columns in the table – Select to include only those columns you have selected from the Column select list (on the right side of the table heading)

    • All columns in the table (including hidden) – Select to include all columns, including those that are currently hidden in the application

    Note: The maximum number of rows in the export is the same as the selected Rows per page, which is located at the top of the results table. In the example above, there will be 25 rows in the exported file.

  5. Click Send. The 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 in box (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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