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  • Other ways to keep in touch

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You can use the information you store in your customer and supplier cards, you can Learn how to send an email message to a contact, or visit their business website - straight from AccountRight.

 

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titleTo send an email message to a contact

To send an email message to a contact

  1. Go to the Card File command centre and click Cards List. The Cards List window appears.
  2. Click the zoom arrow next to the name of the contact you want to email. The Card Information window appears.
  3. In the Location field, select the address to which you want to send the email. For example, you may have a different email address stored for this contact under Address 2.
  4. Click Email. The Email window appears.
    The Email Address field displays the name and email address from the card. You can change these if you wish.
  5. Enter a subject and message (up to 255 characters).
  6. Click Send. The email is sent. You can set a default email subject and message.

Learn more about emailing

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titleTo visit a contact’s website

To visit a contact’s website

  1. Make sure your computer is connected to the internet.
  2. Open the card for the contact whose website you want to view.
  3. In the Profile tab, click Website.
  4. Your contact’s website will appear in your web browser.
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titleRelated topics
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Keeping in touch with your contacts

Personalised letters

Creating, editing and deleting cards

Sending emails