Expand Toolbar (Ctrl+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Insert (F4)

Insert a line and choose a contact from the lookup.

Move up

(Shift+Up)

Move down

(Shift+Down)

Move the contact up or down a line.

Delete (F3)

Removes the record from the grid.

Print (Ctrl+P)

Opens Report Selections Form. You can print a list of Contacts selected.

Sort (Ctrl+F2)

Sort the list.

Customise (Alt+F5)

Opens Customise Fields. You can customise fields visible in the grid.

Refresh (F5)

Reload changes other Users may have made.

Import (Ctrl+I)

Import a tab delimited or CSV file with Contact ID, Contact Name, Merge 1, Merge 2, Merge 3, Merge 4. Only Contact ID is required, other fields are optional.

Export (Ctrl+E)

Export a tab delimited or CSV file with:

• Contact ID
• Contact Name
• Merge 1 through 4

For CSV files, the delimiter is a comma, for other files it is a tab character.

Use SMTP Mailing

This defaults from the User Email settings.

Selected, use SMTP to send email from Accredo. The SMTP message defaults will be used. Setup a Company and User defaults for SMTP mailing.

Clear, use MAPI (default) to send email from Accredo.

Request Read Receipt

You can request notification when an email message is opened by its recipient.

Trigger Mail Events

Selected, when Batch Emails are sent, the Mailer Before and After Send events for emails will be triggered for each email.

Note: If emails are consolidated for documents, the Account File and Account Code of first document will be used for the email.

Unselected, events for Batch Emails will not be triggered.

The default value is set in Trigger Mail Events for Batch Emails.

Preview (Alt+P)

You can preview an email from the selected customer from the HTML or Plain Text Email Editor tab.

Send (Alt+E)

Send the email and open the Email Results window.