Emailing reports to clients and vendors and employees

Working with 13-Review and Reporting > Emailing and Faxing Reports > Emailing reports to clients and vendors and employees

Emailing reports to clients and vendors and employees

Emailing reports to clients, vendors, and employees is accomplished through the Email Distribution window.

The Email Distribution window also provides access to email server setup controls. When you click [Email Settings], you open the Email Settings window which provides set up controls for default connections, alternate connections, and Microsoft Outlook.

To email a report to a client, a vendor, or an employee:

From any Report Printing window, do one of the following:

From the File menu, click Email.
From the toolbar, click the email icon.

In the Email Distribution window, in the Subject box, type the email subject line.

In the Email Message box, type a message.

Note: Alphanumeric text and characters can be entered into the Email Message text box. You can paste text into the text box from other sources.

Select the contacts to whom you want to email the report:

Expand the Clients, Vendors, or Employees folders to list each available contact.

Expand each contact folder.

Select each desired recipient from the contact folder.

A red check mark appears when a recipient is selected.

In the Send email to these additional contacts box, enter additional email addresses separated by semi-colons. For example, john_doe1234@john_doe.com; jane_doe5678@john_doe.com, and so on.

Under Email Options, as needed:

Select Send a copy to my inbox (includes a list of recipients)

Select Request a read receipt for this message

Select an Importance option.

Do one of the following:

If you do not need to edit the Email from, click [Send Now].

If you need to edit the Email from, click [Email Settings].

On the Email Settings window, do one of the following:

Select the Send email using Microsoft Outlook option, and then, in the Email Address box, enter the email address.

Select the Send email using the company's default SMTP connection option.

Note: The mail server is set up in the Email/Fax Configuration tab of 7-2 Company Information. How? If you have not set up an email server, the Mail Server field will be blank. If you have set up an email server, the IP address is shown here, but is not editable.
1. In the Email Address box, enter the email address.
2. In the Password box, enter the password.

Select the Send email using this alternate SMTP connection option.
1. In the Server Name text box, type the email server name.
2. In the Port # box, type the mail server port number.
3. In the Email Address box, enter the email address.
4. In the Password box, enter the password.

Click OK.

Click [Send Now].

A message displaying Report Distribution Progress appears.

Links to more information...

About the Email Distribution window

Changing the email server setup when emailing directly

Changing the email server setup when scheduling delivery

More resources

For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.

For additional training on Sage products, visit Sage University.