About the Email Distribution window

You can access the Email Distribution window through any Report Printing window by clicking the Email this report button on the toolbar. You use the Email Distribution window to compose email messages, select recipients from the distribution list with the intent to send the message immediately by clicking Send Now.

This window contains all the features that you would expect from an email program. On this window, you can:

• Type a subject
• Type the message
• Select clients, vendors, and employees from distribution lists
• Send email to additional contacts
• Send a copy of the message to yourself
• Request a read receipt
• Set the importance level of the message to low, normal, or high
• Verify email address being sent from (and access email settings)

Note: Setting the importance level and read receipt only work if that functionality is supported by your email provider.

Email Distribution Lists

Email distribution lists allow you to select contacts from your client, vendor, or employee records, which appear in folders in the Email Distribution window under Select contacts for immediate email distribution. For email contacts to appear in the folders, each category of contact—client, vendor, or employee—must have an email address entered in 3-6 Receivable Clients, 4-4 Vendors, or 5-2-1 Employees.

Notes:

• If there is no email contact information entered in 3-6 Receivable Clients, 4-4 Vendors, or 5-2-1 Employees, a message appears indicating that there are no records containing the appropriate email information.
• If you have scheduled messages to be sent at a certain time, the messages will be emailed to the contacts for each scheduled occurrence.

Email from

The Email from text box prefills with the email address being sent from, as set up in the Email Settings window. To change the email address, click [Email Settings].