SENDING FORMS BY E-MAIL

This question came up at one of our User Group meetings and has been raised many times on our Technical Support Line.  Now that MAS 90 and MAS 200 use Crystal Reports to print forms, you are able to e-mail forms directly from MAS 90 or MAS200 to your client in lieu of printing them. 

For example, to print a quote from Sales Order Entry, once you have completed the order click on the Quick Print button and click on Preview.  This will preview the quote to your screen.  At the top of the page, look for the icon with the envelope and a red arrow pointing down and click it.  This is the export button. 

You will then be given the option of what format you would like to export the sales order.   You should choose HTML 3.0 draft for viewing in Internet Explorer and HTML 3.2 Standard for viewing in Netscape.  Set your destination as Microsoft Mail (MAPI) and click OK.  

At the Export Directory screen, click ok to accept the defaults.  This will save the previewed form to your hard drive.  Your default e-mail program will then be launched with the order as an attached document.  Enter the e-mail address, subject and any message and click send.  

We strongly suggest you send yourself a test form first.  This way you can find the best HTML format to use.  You may need to make some customizations or create a specific form in Crystal to use for e-mail depending on how well your form converts from Crystal to HTML.