Path: Debtors > Account Master File
You can send an email out quickly from the debtors Comments by highlighting the comment and clicking the email button.
- Create the email
- Send the email
Step 1 – Create the email
Follow the instructions below to create the email.
- Select the Family
- Go to the Comments tab
- Highlight the Comment
- Click the [Email Icon]
- Select [Yes] to send to the recipient shown select [No] to select the recipient
Step 2 – Send the email
Follow the instructions below to Send the email.
- The Subject is constructed from account title and family key
- Text is created from the information automatically entered when using the Merge feature in Quick Family Accounting Adjustments.
- Type in your message
- Further email addresses can be added
- Click [Send Email] when you are ready