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Configure e-mailing and printing for a sales contact

You record the basic configuration for e-mailing and printing reports for the sales contacts in the sales contact profile. You then record the sales contact's and contact's preference. Finally, for each report you can still deviate from this preference and, if necessary, add a different or an extra contact.

Description

You can opt to e-mail most reports but always print quotations. In this case, record E-mail as the general preference for the sales contact. For the quotation, you set the deviating Print action in the properties of the sales contact.

Preparation

Procedure

Also see

Process

Configure report e-mailing and printing

Work area

bas