1. Save Email Attachments Separately Datafile Software Save Email Attachments Separately The Ledger Enquiry allows, when using Outlook as your mail client, the facility to send an email from the enquiry record and save the email against the record for later review/enquiry. In addit... Read More
2. Email Attachments - Create PDF Files in Main Report Folder Datafile Software Email Attachments - Create PDF Files in Main Report Folder When a report or document is printed options are available, subject to system configuration, to send the printed output to Microsoft Word / Microsoft Excel (or OpenOffi... Read More
3. Send Email Support Query Datafile Software Send Email Support Query The Help pull-down option on the main toolbar includes functions for Reseller Website and Reseller Email which are available, subject to configuration settings, to allow the operator to access the resel... Read More
4. Documents to Email - Merge PDF Attachments Datafile Software Documents to Email - Merge PDF Attachments When application documents are sent to email the document is attached as a PDF file. The email parameters also allow for the inclusion of additional attachments such as terms and condi... Read More
5. Report Generator - Mail Merge Documents Datafile Software Report Generator - Mail Merge Documents The existing Word options within the likes of the Ledger Enquiry allow the creation of word documents based on a template but on an account-by-account (or record-by-record) basis. To run a... Read More
6. Automatic (Q) Menu - Default to Email Datafile Software Automatic (Q) Menu - Default to Email When a ProFiler Automatic (Q) menu option is selected then each option on that menu is processed in turn and at the start of the menu process the system will prompt for the printer to use f... Read More
7. Email Search Option Datafile Software Email Search Option Release 6.0 allowed users of Outlook 2003 and Outlook 2007 to save emails against a main application record – i.e. the sales account, purchase order, etc. – within the Ledger Enquiry. Over time these ema... Read More
8. User-Defined Report - Multiple Email Output Datafile Software User-Defined Report - Multiple Email Output User-Defined Reports allow the option to create the report as a PDF and send as an email.The output process only allowed for the creation of one email from any one report using the la... Read More
9. Include Attachments on Documents to Email Datafile Software Include Attachments on Documents to Email There can be a requirement to include ‘Terms & Conditions’ when sending documents such as a invoice via email, or to include specific PDF files when a particular stock i... Read More
10. Email Statements – Include Transactions in Email Text Datafile Software Email Statements – Include Transactions in Email Text When sending statements to email you could include details from the account within the email text but you could not include transaction detail. This new feature allows you... Read More