How to email a Report in Solatech Focus
This article explains how to email a report (output) in Solatech Focus.
many points in the Sales process, there may be a need to email output
either to your customer or internally. The output available to you
depends upon the status of the Quote/Sale/Order.
Sales or Order Output:
- Order Confirmation
- Internal Order
- Installer Form
view one of these reports, first open the Quote/Sale/Order by clicking
on the hyperlink from the Quotes/Sales/Orders list page. The Hyperlink
is the Quote/Sale/Order number.
In the Generate Reports section, choose a report from the drop down menu and click on Email Report.
- This will open an email window.
- Make sure the email address is correct, then click Send.
- You will get a confirmation message that your email has been sent successfully.
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