Creating an Email Attachment

• Send quotes and orders as attachments (as of version 12.1)

  In order to send  Quotes or  Orders as   Email attachments, the email itself must be created from within the event. An additional row with input and selection fields will appear above the regular toolbar on the  Text tab of the email.

  1. Select a suitable  Text template that draws on the event and segment data.
  2. The file name is prefilled with the subject of the email, but can be overwritten.
  3. Select the format ( PDF,  HTML or  DOC).
  4. Open a  New cover letter (Open a separate cover letter) and select a template if necessary.

   Invoices can also be sent as attachments (Send invoices by email or mail).

• Send quotes and orders as attachments (prior to version 12.1)

  Send  Quotes or  Orders as   Email attachments by creating an email within the event. An additional row with input and selection fields will appear above the regular toolbar on the  Text tab of the email.

  Send Event sheets used for quotes or orders in PDF format as an email attachment:

  1. Select a suitable  Text template that draws on the event and segment data.
  2. Left-click in the input field Event sheet in the top line of the toolbar on the  Text tab.
  3. Press Space+Tab to open a list of event sheet templates.
  4. Double-click or left-click and  Apply to select the event sheet you want.
  5. Activate the  PDF format if it is not automatically pre-assigned.

  The Branded Prints^M module includes the option of sending Formatted quotes/orders as email attachments:

  1. Select a suitable  Text template that draws on the event and segment data.
  2. Open a  New cover letter (Open a separate cover letter)
  3. Go back to the  Text tab and select a format for the attachment ( PDF,  HTML or  DOC).
  4. The file name is prefilled with the subject of the email, but can be overwritten.
• Send internal files or external documents as attachments^M

  Both documents from the database and external documents from the local hard disk can be sent as attachments.

  1. Select documents from the database by clicking  Add >  Shared documents.
  2.  Add >  Documents filed with accounts, events or other records by searching in a suitable filing location.
  3. If the email is linked to an  Account,  Event or other records for which documents have been filed, these linked records will automatically be offered for selection.
     Example: files from  Event/Directory,  Account/Documents or  Event/Mail
  4. Add more  Text templates and (only for emails from events)  Event sheets as needed.
  5. External documents added by clicking  Attachments >  Add >  Files are saved to the database and linked to the email.
  6. External files added in the lower window  Documents from local hard drive will not be saved to the database.
  7.  Save your changes.
• Send business cards or calendar entries as attachments

  Business cards can be attached to emails as attachments. The business cards are sent in a VCF format and can be imported directly into the Outlook calendar by the recipient. The same applies to appointments, event data or reservations.

  1. Go to the  Attachments tab, then select  Add >  Business cards. Multiple business cards can be grouped in one VCF file.

  2. Attach  Appointments^M,  Events oder  Reservations as   Calendar entries for electronic transmission.