Question
Client email address does not show on Send Report
Under the Report Center, I have memorized reports that I send weekly.
Clicking Email, Send as PDF, there is a TO box for email addresses. It has a drill-down arrow, but nothing shows in it. I would think it should pull email addresses save from some file somewhere.
I have saved Customers' Main Email address under the Customer tab.
So, I have to go to Customers, and Ctrl+C an email address then go back to Send Email and Ctrl+V.
Is this box supposed to show Customer email addresses? CC and BCC do not have the drill-down button.
It would be very useful to see saved email addresses on the box where you have to type them in everytime.