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About the Email Distribution window

You use the Email Distribution window to compose email messages that you intend to send immediately.

Open the Email Distribution window from any Report Printing window by clicking the Email this report button on the toolbar.

As with any email program, in this window, you can:

Type a subject
Type the message
Select clients, vendors, and employees from distribution lists
Send email to additional contacts
Send a copy of the message to yourself
Request a read receipt
Set the importance level of the message to low, normal, or high
Verify the email address you are sending the message from
Display the Email Settings window to select an alternative email method (Outlook or an SMTP connection)

Note: You can set the importance level and read receipt only if your email provider supports those functions.

Email Distribution Lists

Email distribution lists allow you to select contacts from your client, vendor, or employee records, which appear in folders in the Email Distribution window under Select contacts for immediate email distribution. For email contacts to appear in the folders, each category of contact—client, vendor, or employee—must have an email address entered in 3-6 Receivable Clients, 4-4 Vendors, or 5-2-1 Employees.

Notes:

If there is no email contact information entered in 3-6 Receivable Clients, 4-4 Vendors, or 5-2-1 Employees, a message appears indicating that there are no records containing the appropriate email information.
If you have scheduled messages to be sent at a certain time, the messages will be emailed to the contacts for each scheduled occurrence.

Email from

The Email from text box displays the default email address specified in the Email Settings window. To change the email address, click [Email Settings].

Email Settings

Click [Email Settings] to open the Email Settings window, which provides options for default connections, alternate connections, and Microsoft Outlook.