Maybe you want to include your latest price list when emailing an invoice? Or perhaps you want to include a birthday card when emailing a report to your accountant (stranger things have happened!).
Click Attach on the Email window to select an additional attachment.
The email address specified in your contacts’ cards are used when sending emails. Click To if you have additional email addresses specified in the contact’s card which you want to use. Or you can type email addresses directly into the To field – just make sure multiple addresses are separated by a semi-colon (;).
The default Subject and Message for your emails can be specified using the Email Defaults window (Setup > Preferences > Reports & Forms tab > Emails). This lets you customise your email text making it specific to your business.
You can override the default text in the Email or Review Forms Before Delivery windows when sending an email.