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 the Docs folder on the Item cards for items on Quote, Order, Invoice
Big Business will create a new message in your email program and automatically insert the Text Notes in the Body of the message. These might say, thank you for your order, or enjoy you new widget and call me for accessories.
This Solution provides instructions. (7017)
To enable Send Attachment:
1. Go to the Company Card to the Advanced tab.
2. Click the checkbox for Enable Send Attachments.
3. Click OK to save changes.
You must restart Big Business Clients for this change to take effect.
To enable Text Notes in Docs Prefs:
To set your Docs Prefs:
1. Go to the Employee toolbar to My Prefs.
2. For Docs Prefs choose the setting for Documents and Notes.
3. Click OK to save My Prefs.
To set Docs Prefs for your company:
1. Go to the Company card to the Company Prefs tab.
2. For Docs Prefs choose the setting for Documents and Notes.
3. Click OK to save the Company Card.
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