You can print or email customer information from the Add Customer window or from the Edit Customer window.
You can print the customer details and envelopes, email customer details, or start with a blank email to send a message to a customer.
Click Print or click Email to display a drop down list similar to the one below.
Your options may differ depending on if you have customized report or letter templates.
If you have more than one type of confirmation or email set up, select the appropriate one from the drop down list.
If printing, your document will appear in Word. Print as you would any Word document. If emailing, your email program will start with the confirmation attached to the email. Send the e-mail as you normally would.
To customize letters and emails see the Document and Report Template Overview topic. For help printing envelopes, see Printing Envelopes in Word.
