Chapter 117 Windows Email
Windows Email setup is a few steps because of the number of options.
BigBusiness can send PDFs of transactions as attachments using Windows email apps:
• Microsoft Outlook
• Mozilla Thunderbird
This requires installing PDF Emailer from our Download page and setting My Prefs.
Windows Thunderbird
Thunderbird is an open-source email client application that is free to use on Windows.
When installing, allow Thunderbird to set itself as your Default email program. Also, install PDF Emailer from BigBusiness.com Downloads tab.
Then, in My Prefs, on the Employee toolbar, choose Advanced for Print Options and choose Windows Mail for Email Client. Choose Email in Destination in Print Options.
Windows Microsoft Outlook
Microsoft Outlook is the email client application available separately or as part of Microsoft 365 or Microsoft Office 365.
To email PDFs of transactions from BigBusiness, install PDF Emailer and set My Prefs for Advanced Print Options and Email Client, Microsoft Outlook.
Windows PDF Emailer
PDF Emailer includes commercial PDF creation and email automation capabilities.
Download and install from the Downloads tab on BigBusiness.com on to your Windows computers. Macs have this feature built in.
Once installed use Destination in Print Options to select Email or Send Email.
Windows Email Prefs
Email and Send Email are automated Destinations found in Advanced Print Options.
In My Prefs, on the Employee toolbar or Contacts toolbar, set Print Options to Advanced. This will add the Destinations column on Print Options for emailing.
Windows Email Client
Email Client is a setting in My Prefs, found on Employee toolbar or Contact toolbar.
For Windows, Email Client needs to be set to Microsoft Outlook to work with the email application. Choose Windows Mail for all other email applications on Windows.