Manitou - Email Report
- Bill Anderson
Owned by Bill Anderson
Follow these steps to send a one-time report of account activity from Manitou.
1.
Click on Maintenance.
2.
Click Quick Load.
3.
Search for the customer account you want to send a report from.
4.
Double click the account to open it.
5.
Click Reports.
6.
Click on the 'One Time' button.
7.
Click Activity
8.
Click Customer Activity
9.
Select the date range and click Next.
10.
Type the recipient's name.
11.
Select E-Mail from the drop down, enter their email address, and click Add to list.
Do this for each person who needs to receive the report.
12.
Finalize your selections by clicking on the 'Finish' button.
13.
Complete the process by clicking on the 'OK' button.