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Exporting an inquiry to Outlook

To export an inquiry to email, you must have Microsoft Outlook 2002 or greater installed.

To export an inquiry to Outlook

  1. From the > Reports > Standard Inquiries or Custom Inquiries menu, click the inquiry you want to export.
  2. In the toolbar at the top of the window, click the Export button, and select Send as Email (Outlook).
Note: If Microsoft Outlook 2002 or greater is not installed, an error message appears.
  1. A new email window appears, with the inquiry attached as a PDF file to the email and the name of the inquiry displayed in the Subject Field. You can change the contents of the Subject field, as needed.
  2. Enter an email address in the To field, and type a message to the recipient in the message area.
  3. Click Send.

 

 

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