How to send an Email ?
- outgoing emails are built in as functionality for both customers and suppliers. While viewing a customer or supplier record navigate to the tool-bar and select the "New Email" button. This will pop up the email window where you can enter your subject and message as you would in your usual email client. The difference in in the fact that CutQuote will store that communication under the customer record for later easy retrieval. The video below shows once such example:
