This article explains how to email a report to a customer from Service Intelligence.
STEP-BY-STEP FOR THE CLOUD-BASED APPLICATION
Left click Vehicles from column 1.
In column 2 there will be a list of all the customers and their vehicles in Service Intelligence's data base. Left click the name of the vehicle you want to send a report about.
On the main page will be a new tab with the progress report for that vehicle (as the default report opened is the progress report). At the top right there will be an icon with an envelope on it. To send an email of the report to the customer, left click that icon.
A dialogue box called Send Vehicle Report will open. The box under Receiver (-s) shows the recipients of the email. To add an additional recipient, type in the email address in that bar and press enter. To remove a recipient click the X in the gray box.
Under Report Type is a drop-down menu with the different report types you can send. Choose the one you want to send to the customer.
Once you have determined the recipients of the report, as well as the type of report to send, click the Send button.
STEP-BY-STEP FOR THE DESKTOP APPLICATION
From the list of customers under POS Service Tracking, left click the name of the customer whose vehicle report you want to send an email of.
Right click the name of the vehicle to open a menu from which to choose the report to email.
Left click the report you want from the menu.
The report type will open on the main page. Next, click the email icon from the menu ribbon at the top.
A dialogue box will open. Under Email Address there is a white box containing the recipient's email address. You can leave the default address as is, or you can delete what has been placed in there and type in a different one. If you check the box next to Save Email Address, this will save this address for this customer the next time you send out an email of their vehicle report.
Under Subject, you will see the default email subject for this customer. You can either leave it as is or you can type in a different subject. If you check the box next to Save Email Subject, this will save the email subject for the next time you send an email through this dialogue box.
This will change the subject for all the vehicle email.
When the email address and subject are finished, click OK to send out the email.