Emailing Customers

You can email customers from:

• The Edit Customer window
• An open estimate or repair order
• Scheduler - see Emailing Appointment Reminders
• In batch as part of
  • End-of-day processing
  • The Sending Letters function in the Marketing/Follow-up module

To Email Customers From 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.
   

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

4. 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.)
5. You can edit the content of the email, insert images, and attach files, etc.
6. Click the Send button. The email is sent.

To Email Customers From an Open Ticket

Complete these steps:

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

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

2. 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.)
3. You can edit the content of the email, insert images, and attach files, etc.
4. Click the Send button. The email is sent.

To Select 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.

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