Emailing Customers

You can email customers from:

Emailing Customers on the Edit Customer Window

Complete these steps:

  1. Open the customer record.
  2. Click the Save and Send Email button
  3. The Default template opens in the Advanced Word Processor.

The Default template in the Advanced Word Processor.

  1. You can select a different template in the Working Document dropdown list in the toolbar.

the Working Document dropdown list in the toolbar.

  1. The To... line contains the email addresses selected to send on the Customer tab.
    (Click the To… button to select other email addresses stored in R.O. Writer.)
  2. You can edit the content of the email, insert images, and attach files, etc.
  3. Click the Send button. The email is sent.

Emailing Customers on an Open Ticket

Complete these steps:

  1. On an open ticket, click the Send Email toolbar button The send email button in the ticket toolbar..
  2. The email opens in the Advanced Word Processor.

The email in the Advanced Word Processor.

  1. You can select a different template in the Working Document dropdown list in the toolbar.

the Working Document dropdown list in the toolbar circled.

  1. The To... line contains the email addresses selected to send on the Customer tab.
    (Click the To… button to select other email addresses stored in R.O. Writer.)
  2. You can edit the content of the email, insert images, and attach files, etc.
  3. Click the Send button. The email is sent.

Selecting a Different Customer

You can delete or manually add other email addresses before sending.

Complete these steps:

  1. Click the To… button and the R.O. Writer address book opens where you can search for alternate emails.
  2. Select Customers in the dropdown list.
  3. Enter the search criteria in the Search For field.
  4. Click Search. The search results appear in the list.
  5. Select the customer and click the To -> button to add the customer.

The email address book open over the email, which was opened from an open ticket.

  1. Click OK and the new customer is added to the email.