Enabling the option to attach PDFs to emails in BUSY and the settings required for it?
To enable the option to attach PDFs to emails in BUSY, you need to go to the Administration section and select Configuration. From there, navigate to the Email Configuration settings. In the Email Configuration settings, you will find an option to enable the attachment of PDFs to emails. Simply check the box to enable this feature.If you want to email invoices from BUSY, you can follow these steps:
To configure email settings in BUSY to send emails,Here's a general guide to help you with the process:
Step 1: Click on Administration
Step 2: Then Configurations
Step 3: Then Email Configuration
Step 4: Select Send Directly option.
Step 5: Select Attachment as per your requirement
Step 6: Mention the Server Configuration : Smtp Server Name for your email like Gmail, yahoo,rediffmail etc. then Username & Password for the id.
Step 7: Mention the Sender Details : From option - Your Name & Reply To - Your Email ID."
Step 1: To email an invoice from BUSY, you need to open the invoice and click on the Email button or press ALT+M. Then, you need to select your format and enter the email id of the recipient and click on send."