Printing and Email (5.x)
How to Setup the Email Feature in SalesPRO
Summary This article will describe how you can enable email in SalesPRO. This will allow quotes and orders to be emailed directly from SalesPRO. Before this feature can be enabled, you will need to have your email account settings available. If ...
How to use multiple shipping addresses
Overview This article will explain how to add and use multiple shipping addresses. Details There are three steps to using multiple shipping addresses for customers: Adding more than one shipping address in the customer record. Selecting the address ...
How to email an installer form to the correct email address from SalesPRO software
Summary This article describes how to email an installer form directly to the installer's email address from SalesPRO software. Additional Information Requires Version 5.0.0.282 or higher. Instructions Verify that you have selected the correct ...
Using custom formulas in process reports
Sometimes when designing a process report you need field to show the value of a calculation, a specific option or a combination of options. In order to do this you must use specific syntax so that the report engine understands what you want it to do. ...
How to Setup Email for Gmail, AOL, or Microsoft Office 365
Summary This article explains how to setup email in SalesPRO for two commons email carriers: Gmail and AOL. Setting up email allows you to send quotes and orders from SalesPRO, via email using predefined templates. For more information on emailing ...
How to Print Quotes, Sales or Orders from SalesPRO
Summary This article explains how to print output from SalesPRO. To Begin Before attempting to e-mail individual documents within SalesPRO, be sure you have completed the printer setup process. More Information For any type of printed output in ...
How to setup your default printer
Summary This article will explain how to setup your default printer for SalesPRO. The software requires that a valid printer be setup prior to Previewing or Printing any output. Instructions From within the software, click on the Solatech logo in ...
Previewing or Printing a Quote
More Information These navigation and entry instructions may not be the only way to complete the desired task. For more in-depth explanations, any related articles will follow the instructions as links. Steps Click on Quotes icon on the Home tab. ...
How to setup email for use with Microsoft Outlook
Summary This article will describe how to setup Microsoft Outlook for use with the SalesPRO software. Please note that this method requires that you are use Microsoft Outlook as your e-mail client on your computer (NOT Outlook Online, or any other ...