Tip-Bit: Emailing Preferences

For emailing transactions, you can give your users options when sending.

From the Administrator role, go to Setup>Company>Printing, Fax & Email Preferences, and click on the Email subtab. In the Transactions section, check the Use Popup For Main Transaction Email Button checkbox, and then Save.

When users click the Email button on transactions, they will now get a pop-up box with tabs to add additional recipients, add a message, choose how to send; e.g., inline, HTML, PDF, and much more.

Mahalo to Jay for this Tip!