Email

In this section, you will learn about Email and how to send service email reminders to your customers.

View Email

1. From the Main Screen, click on Email.

Ribbon Bar

The ribbon bar provides quick access buttons:

Icon	Button	Description
	Close	Close form
	Search	Search for records based on the search criteria and report template filter criteria.
	Number of Records	Displays the current record and total number of records
	First	Go to the first record in the series
	Last	Go to the last record in the series
	Previous	Go to the previous record in the series
	Next	Go to the next record in the series
	Email	Email the report template to the selected record
	Bulk Email	Email the report template to all the records in the series
	Print Preview	Print preview the report template

The information panel allows you in set your search criteria, view the customer information and select a report template.

Grouped Panel	Title	Description
	Search Criteria	Filter the report template by a Start Date and End Date. These parameters will be used to search for matching records in the database. The Last Completed Run field shows the date and time the last email was sent.
	Customer Information	This information is based on the selected record in the series and taken from the customer information found in Options. As you move through the records, it looks for a match in the company name and retrieves the contact name, email addresses. The email Bcc address is populated based on the report email address in company information.
	Template Information	Select the report template from the drop-down menu. This template can be designed in the Report Designer. Click on the Save button to save the selection.

<TODO>: Insert description text here...

The Status Bar is located on the bottom of the form and provides additional information:

Icon	Button	Description
	Refresh	Sync with the servers and refreshes the database. Click to Refresh.
	Page Number	Go to a page
	Zoom	Change the zoom factor of the preview pane