Adding user defined fields to the address book

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How to upgrade to a new CRM-Express version? How do I setup CRM-Express for simultaneous users? How do I add product images to Quotes, Orders and Invoices? How do I search in CRM-Express? How do I setup multiple calendar views? How do I assign a user name and password to an address book? How do I setup a new view in CRM-Express? At a glance view	Creating the address book Setting up the address book options Adding contacts to the address book Adding user defined fields to the address book Creating and adding products Creating and adding products - Continued Setup Email for invoicing Setting up invoice layout Creating and emailing pdf invoice Receiving and allocating payments

Tutorial 6 - Setup Email for invoicing

In this lesson we will setup our email account to be able to email pdf invoices to our customers.

Since we want to email an invoice to our customer in pdf format we now have to setup the email account.

To do that, click on Accounts on the tootlbar

CRM-Express can currently import accounts previously setup in Outlook Express. To import from Outlook Express, Select Import Accounts in the following dialog.

To setup the account manually, click on the New Account button in the dialog.

Fill in the following screen

and the next...

After filling out the screen you can press the Test button to see if email can be sent.

Repeat the steps to set up more accounts.