Email Features and Benefits Send Purchase Orders as Email attachments directly from FACTS -- even from a dumb terminal! Email copies of Past Invoices to your Customers as easy as printing them Email Sales Reports to remote salespeople as text files 2 Description (continued)
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Any report or form in FACTS can be Emailed.
Click on “Order Status Report”.
Select the printer to send the report to.
Click on “Print Options”
Access the drop down list of available printers.
Click on the down arrow button.
Select the Email Printer.
Click on “OK”.
The Email Entry screen appears. The User, From Email Address and Attachment Format defaults in. These values can be changed.
Click on PDF to continue.
Multiple Email Addresses may be entered. Each one is identified as a “To”, “CC” or “BCC” type of address.
Click on “To” to continue.
Enter the Email Addresses next. There is a search available.
Click the binoculars to open a search window.
Searching is available by Customer, Vendor,
Company Name, Email Address or Contact Name
Select the Email Addresses you want to send to.
Click “OK” to continue.
Addresses can be: To, CC, or BCC Types.
Detailed message text can be added to the Email.
Click the “Message” button to add a message.
Enter your message.
Click “End” to finish the message entry.
When you are ready, click “Send” to send the message.
The Email gets submitted to the Email Server and is sent to the recipients.
The message is sent.
Several seconds later at the recipient’s PC, the following Email would appear (go to next slide).
Email is received by the recipient in their Inbox.
Click on the message to view the detail.
Auto signature is automatically added by FACTS Email.
The report or form can be sent as a Text TXT file or an Adobe PDF file.
Click on the attachment to view the report.
The recipient views the report or form in Adobe Acrobat for PDF files (or in Notepad/Wordpad for TXT files)