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Print List

Print List has been changed, requiring that you select the rows you want to Print. This is easy to do with:
• Shift-click to select a range
• Command-A to select all
• Command-click to select, selectively.


This Solution describes using on this feature. (7043)


Show

Show replaces QuickFind and adds new options. (7041)

Show should appear on all transactions and
QuickFind Feature


Channel Changes

Channel features are being improved to automate workflow.

This Solution lists your choices for using Channels. (6818)


Expanded Order

This Solution describes the new Expanded Line Items Tab on Sales Orders. This feature was added in Big Business 2.5, allowing you to see stock levels (Inventory Allocations, Quantity on Hand, etc.) while completing a Sales Order. (3330)


Secure Server

Big Business 12 encrypts all Client connections.

Secure Server is now seamless and set by default.

This Solution describes this option. (7030)


Protect Transactions

Protect Transactions prevent users from modifying or deleting any saved transactions. (7034)


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


Batch Emails

Batch Emails are a new and open-ended concept. Here are parts you can use:
Email - choose as a printing destination to automatically create new email messages
Send - Docs as attachments or Notes as the message ("thank you for your order!")

Please email to support@bigbusiness.com with questions or needed changes.

This Solution provides setup instructions. (7023)
(Up) Chapter 17 Emailing
Email


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


FAQ

Email is the simple choice for sending Quotes, Order, Invoices by email.

This Solution describes its use. (7019)
(Up) Chapter 17 Emailing
Load Addresses


Documents on Lists

Big Business lets you attach any file to a Search window like Customers. This can be a convenient place to store attachments like Policies, Terms and Conditions, and so on that pertain to Customers. Moreover, you can click Send to make any attachment available--to Send (Docs) as email attachments or Send (Notes) as email messages.

This Solution provides an example for use. (7021)
(Up) Chapter 14 Documents


Email

Email is the simple choice for sending Quotes, Order, Invoices by email.

This Solution describes its use. (7019)
(Up) Chapter 17 Emailing
Load Addresses
Batch Emails


Enabling Options

Big Business makes new features optional. This lets you turn them on when you are ready. This also lets you turn them off if they are problematic.

This Solution provides a quick list of options you might consider. (7018)
(Up) Chapter 17 Emailing


Send Notes

Send is a menu choice in Print Options, Settings, that lets you choose Documents and Notes to automatically include in an email.

When printing choose Email or Send Email to (multiple recipients) and then choose Send to add Text Notes from:
- the transaction, in the Docs folder on Quote, Order, Invoice
- the List, in the Docs folder on Quotes Search, Order Search, Invoice Search
- the Items, in th
(Up) Chapter 17 Emailing


New Networking

Big Business 12 offers New Networking to support:
• 64-bit Clients
• Sleeping Clients
• Secure Server

Big Business 12.12 updates New Networking. Please update Server AND Clients to use these features. Get Info or check Properties on Clients or email support@bigbusiness.com for help.

This Solution provides details. (7015)


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


Chapter 19 Networking

Big Business includes incredibly powerful networking options to simplify setup, connect locally or remotely, host on premises or in the cloud, and much more.

This Chapter will provide details. (7012)
(Up) Chapter 19 Networking


Emailing with Mail on Mac

Big Business on the Mac can automatically print forms and reports as PDF and attach to new message in Mail.

This Solution provides setup details. (7006)
(Up) Chapter 17 Emailing
Use Mail on your Mac


Emailing with Outlook for Windows

Big Business for Windows can automatically print forms and reports as PDF and attach to new message in Microsoft Outlook.

This Solution provides setup details. (7007)
(Up) Chapter 17 Emailing


Chapter 14 Documents

Big Business lets you attach any file to any transaction by putting it in the Docs Folder. This is an instant solution for filesharing allowing you to save files where your team can find them. Others can see the Docs you added to an Order when they are creating the Invoice. They cannot see attachments you put with a PO if they do not have access to the PO tool.

This Chapter provides steps for
(Up) Chapter 14 Documents


Screen Capture on Mac

One of the easiest ways to replace paperwork is with a screenshot. Big Business lets you capture a window and save instantly. Just choose Documents and Notes option in Docs Prefs for Filesharing.

This solution provides details. (7010)
(Up) Chapter 14 Docs Folder
Docs


Screen Capture on Windows

One of the easiest ways to replace paperwork is with a screenshot. Big Business lets you capture a window and save seamlessly. Just choose Documents option in Docs Prefs for Filesharing. Then in any window click Docs and click Paste to save a screenshot taken with Print Screen or Alt + PrtSc (for a window).

This Solution provides details. (7011)
(Up) Chapter 14 Docs Folder
Docs Prefs
Docs


Chapter 17 Emailing

Big Business makes it easy to email transactions and reports as PDFs. Install our free PDF Emailer software for Windows (already built-in for Mac) and choose Advanced Print Options. You can then select Email (Customer address), Send Email (Customer + Contact addresses), or Save As PDF, for any form. The Email options will automatically print to PDF and attach to a new message in your email prog
(Up) Chapter 17 Emailing


New Style

BigBusiness 12 adds New Style formatting for on-screen text. This is a transition that will take time and care but may addresses several key issues:
• Apple changes the System Font each macOS -- New Style will better adapt
• Apple hides the System Font -- New Style may let you pick it (when a menu won't)
• Microsoft varies system appearance -- New Style will better adapt
• Windows Clients sc


Send Documents

Send is a menu choice in Print Options, Settings, that lets you choose Documents and Notes to automatically include in an email.

When printing choose Email or Send Email to (multiple recipients) and then choose Send to add Documents from:
- the transaction, in the Docs folder on Quote, Order, Invoice
- the List, in the Docs folder on Quotes Search, Order Search, Invoice Search
- the Items, in the
(Up) Chapter 17 Emailing



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