Summary

In order to email a customer attachment from SalesPRO, you must first have the correct type of email template setup.  This article will provide instructions on that process.

Instructions

• From within SalesPRO , go to the Setup tab.
• Select the Email Templates icon.
  

• Click on the New button.
  

• In the Type drop down menu, select Employee.  Note: Only "Employee" email types will show up as available templates when emailing a customer attachment.
• The remainder of the fields; Group, Name and Description; can be filled in with any text you would like.

• You may then type in the Subject and Body as desired.
• If you would like to use the same body as another email template, simply open up that email template, highlight the text to be copied and then clicking the copy button .

• Next, open up your newly created Employee template and use the Paste button to paste the text.

• You can test your new template by opening up an existing Customer Attachment.

Applies To:

• SalesPRO Software