When sending reports and files using WinTOTAL’s report delivery tools, you
can access your contacts database so you can quickly find and select recipients.
This ensures that you don’t have to look up their contact information in other
databases. In addition, since the Contacts Database can synchronize with your
XSite’s Contacts Database you can ensure that you always have the most
up-to-date address information available in all locations. To use the Contacts
Database to address your e-mails…
- From any of the Delivery Information screens that appear
throughout the various delivery wizards, click any of the To
or CC links your WinTOTAL address book.
- If you know the name of your recipient, begin typing it in the first text
field. As you type, the list below sorts and displays any records that match
the letters you’re typing. Or, use one of the following methods to find,
add, or remove contacts from your address book.
- Select a filter from the drop-down list to filter your contact list to
those that just fit a certain type.
- Click Find Contact, type a search
phrase, and click Find to search for contacts. If you
find one you like, click it and click Insert to include it in your message.
- Click New Contact to add a new contact to your address
book. Once you’ve filled out the necessary contact
information, click OK to save the contact.
- Click a contact and click Edit Contact to edit the contact’s information.
- Click a contact and click Remove Contact to remove it
from your address book.
- Once the desired contact is displayed in the list, double-click the name
to add it to the To section of the Message
recipients field. Or, select the name and click the
Cc:-> button to add it to that section.
- Repeat these steps to add as many recipients as necessary.
- When you’ve found all the desired contacts, click OK to
add their e-mail addresses to your e-mail message.
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Hint: If you create any new contacts as
you’re selecting recipients, don’t forget to synchronize those changes
with your XSite by using the synchronization tools in the Appraisal
Desktop. |
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