How To Send an Email with a External Attachment
Find the Contact/ Lead or Contract you are looking to send the attachment to. Click on their email within their ‘Contact Info’ Select template, or
Installation Company ERP / CRM
Installation Company ERP / CRM
Find the Contact/ Lead or Contract you are looking to send the attachment to. Click on their email within their ‘Contact Info’ Select template, or
Find the Contact/ Lead or Contract you are looking to send the attachment to. Click on their email within their ‘Contact Info’ Select template, or
Firstly find the Contract the Purchase Order is associated to. Click the ‘Purchase Orders’ tab. Press the email icon on the right-hand side. Choose Template
Firstly, click on the menu and click on MI, ‘Overall Direction Visual Dashboard’. To change the report date, change the date in the top right-hand
Firstly find the Contract the invoice is associated to. Click the ‘Invoices’ tab. Press the email icon on the right-hand side of the line number.
Firstly, click on the menu and click on MI, ‘People & Showrooms Dashboard’. To change the report date, change the dates in the top right-hand
Firstly, click on the menu and click on MI, ‘Sales Dashboard’. To change the report date, change the dates in the top right-hand side corner.
Head to the Main Menu, Admin, ‘Manage Templates’ Click ‘Edit’ on the template you would like to update. Click ‘Replace Template’ Click ‘Update Files…’ Select
Head to the main menu, Contracts, ‘Live Contracts’. Find the Contract you are looking for and press edit. Click Invoices on the banner at the
Head to the main menu, Admin, ‘Manage Settings’. Go to the email notification field you would like to edit. Type in the email address you
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