Email



AccountAbility will work with your computer's default email program to compose an email and forward a link to a Contact Report.


1.  If you have just added a new Contact Report, you can email it directly by clicking the blue Email hyperlink at the top of the Contact Reports form.  If you created a Contact Report earlier and wish to email it at a later date, from the "Production" menu, select "Contact Reports", then "Search Contact Reports"  to open the Contact Reports Browse screen. Narrow your search by entering report details such as Job No., Client, Office, etc.  When the desired Contact Report appears in the list, click the blue link in the ID column to access the Contact Report, then click the Email hyperlink at the top of the Contact Reports Form to create an email in your default email program.

2.  The subject line will default to "Contact Report" and the recipient will default to the Client Contact's email address.

3.  Make any changes to the email and send as you normally do.