Total Party Planner has built in functionality to email your reports (such as the Proposal and Invoice) in .PDF format. The report will automatically be formatted and attached to an email in the .PDF format.
- Select the ‘Reports > All’ option from the Navigation Bar.
- Select a report to email. The Report must be opened to the window in Preview mode. Refer to the topic Report Selection for more information on printing to the Preview window.
- First, the document must have a name. Type this into the ‘Filename’ textbox.
- Click the ‘Email Report’ button on the Preview Window toolbar. Select an ‘Email From:’ from the drop-down list.
- Enter in an ‘Email To:’ address(es) or select the default email for the event’s client from the drop-down menu. Optionally enter in CC and BCC email addresses(es).
- Enter in an email ‘Subject:’.
- Enter in a message in the ‘Body:’, or select a message from the ‘Email Body Message’ drop-down list. Click the ‘Preset Message’ button to add a predefined email message.
Helpful Hint: The Contact receiving the email will need to have the Adobe Acrobat viewer on their computer to read the report. Most people will have the appropriate software. If not, a FREE download is available at www.adobe.com .
- If applicable add any additional attachments to the email.
- Click the ‘Send’ button.
- Your e-mail contact (ex: Microsoft Outlook) may be setup to warn that an outside application is trying to send an email. You will need to confirm that the operation is allowable. Refer to your particular documentation to turn this option off if desired.