Email Subject
Big Business automatically creates an Email Subject when emailing Quotes, Orders, and Invoices.
This Solution may provide details.
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(Up) Chapter 17 Emailing
Emailing PDFs
Big Business includes numerous features for Emailing PDFs. PDFs are a convenient way to send Quotes, Orders, and Invoices, as well as POs, Reports, and Statements. Features for sending emails with PDF attachments automate this task and work with most popular email solutions.
This Solution a quick overview and links to more write-ups. (6721)
(Up) Chapter 17 Emailing
Add PDF
Emailing with Thunderbird
Big Business for Windows lets you send PDF attachments with Thunderbird.
This Solution provides setup details. (6723)
(Up) Chapter 17 Emailing
Thunderbird
Send Attachments
Send Attachments puts a Send Checkbox in Docs, to choose Documents and Notes that are allowed in email, and a Send Menu in Print Options for selecting which to send.
Emailing Documents and Notes is two steps:
• in Docs click the Send Checkbox to allow a Document or Note to be emailed
• in Print Options use the Send Menu to choose from allowed Documents and Notes
This makes it easy to pick a fe
(Up) Chapter 17 Emailing
Sent Emails
Sent Emails extends built-in Notes to include Emails. Notes then include:
• Sent Notes - messages sent from one Employee to another
• Dated Notes - messages assinged a date
• System Notes - messages from automatic imports and connections
• Sent Emails - copies of sent emails, along with attachments
When saving or printing, choose any Email option and a Note will be saved along with attachme
(Up) Chapter 17 Emailing
Sent Documents
Sent Documents automatically adds the PDFs of emailed transactions to the Docs folder of the transactions.
Pictured is an Order that was emailed. The Order was created from a Quote that was also emailed. Both Sent Email are saved as Notes for reference and can be seen from Quote or Order; just double-click to view.
This Solution provides setup instructions. (7022)
(Up) Chapter 17 Emailing
Send Checkbox
Send Checkbox appears in Docs and lets you choose Documents and Notes that are allowed in email. If you don't click Send, the item will not appear in the Send menu.
Emailing Documents and Notes is two steps:
• in Docs click the Send Checkbox to allow a Document or Note to be emailed
• in Print Options use the Send Menu to choose from allowed Documents and Notes
This makes it easy to pick a fe
(Up) Chapter 17 Emailing
PDFSend Error
When sending a PDF by email, such as the Quote in the picture being sent to Ted, Big Business will show an error if it is unable to connect to your email program.
In the pictured error, PDF Send Error 9, Big Business 11 cannot connect to Microsoft Outlook which is 64-bit. Big Business 11 requires 32-bit Outlook. Big Business 12 works with 64-bit which is the new default. (6972)
(Up) Chapter 17 Emailing
Office Install
Email Addresses on Customer, Vendors, and Contacts
Big Business includes an Email Addresses to Customer Cards, Vendor Cards, and Contact Cards.
This Solution describes its functions. (5907)
(Up) Chapter 17 Emailing
Emailing Reports
Big Business 9 updates emailing from a Customer Card:
• Customer Transaction Report
• Customer Aging Detail Report
• Statement, Balance Forward
• Statement, Open Item
This Solution describes this option. (6482)
(Up) Chapter 17 Emailing