Email Defaults - Statement tab

Select one of the following options:

• Customer Record Email1
• Customer Record Email2
• Customer Record Email3
• Addresses & Contacts' Preference Email
• Manually Entered Address - Select this option then enter the required email address.

Select one of the following options:

• None
• Customer Record Email1
• Customer Record Email2
• Customer Record Email3
• Addresses & Contacts' Preference Email
• Manually Entered Address - Select this option then enter the required email address.

For the email subject, select one of the following formats:

• None
• Manually Entered Subject - Select this option then enter the required subject.
• Statement from [company name]
• [Month] Statement from [company name]
• [Month and year] Statement from [company name]

If you prefer to send information in the body of the email, and not as an attachment, select this check box.

If you select this check box, the remaining attachment settings become inactive.

To define the attachment format to use for your statement layout, choose from the following:

• PDF
• HTML
• Excel
• Text

To define the file name format to use for the attachment, choose from the following:

• Statement from [company name]
• [Month] Statement from [company name]
• [Month and year] Statement from [company name]

This option is only active if the Attachment Format is PDF.

To specify whether or not to define a reporting password for a PDF attachment, choose from the following:

• No - No password is applied to the attached document.
• Yes - From Customer Record - This applies the reporting password from the customer record to the attached document.

To use a different Outlook signature to the one set as default in Outlook, choose the required signature.

Tip: In order to appear on this list, the email signatures must first be created within Outlook.

To send the email as soon as you generate the layout, choose Send Immediately.

To save the email in Outlook, for example, to check the email or send it later, choose Save To Mailbox.