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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Hi all,

I'd like to email a single record, layout intact and all fields included. Basically I have send an summary to the accountant and it would be a lot easier if I can do this without changing things etc. Can it be done or do I have to export to a different file type before emailing? If I have to do this can it go straight into a word doc or something?

Many Thanks!

Posted

Dear robowen,

Its very easy to email single record, just user send as pdf or send as excel facility and you can easily send the single record. But first dont forget to filter or find that record.

Regards,

Tusif Ahmad

[email protected]

Posted

Hi,

Many thanks for that info but can you talk me through how to send the record. I've tried to export but pdf or excel don't appear on the save as type list. Where is User Send in the lists?

best,

This topic is 6573 days old. Please don't post here. Open a new topic instead.

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