Client email address does not show on Send Report

JocelynC · ‎March 02, 2023

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.

JocelynC · ‎March 02, 2023

I tried your solution, but there is no "Customer List" with the ability to right-click. There are "Customer Type" and "Customer Message", nothing else with the word 'customer'.

I did check with "Add/Edit Multiple List Entries" to verify email addresses, and everything looks correct.

I think I'll have to check with Support and find out what is going on.

Thanks for your suggestion.

FCAKJB

did you ever find a solution? I am having the same issue.

ZuzieG

Hi there, FCAKJB.

Thank you for bringing your concerns to our attention. I understand how important it is to send a PDF email to the customer. Let's take a closer look at your company file using the Verify and Rebuild Data tool to troubleshoot your reports.

Before we proceed, could you share your experience when sending a PDF email to a customer? Are you encountering any error messages or codes? If possible, providing a screenshot of the issue would help us offer more tailored solutions.

On top of that, let's use the Verify and Rebuild Data tool to resolve company-related data issues. Before starting, create a backup copy of your company's file to protect your data.

Proceed to the Window tab, then Close All.
Click on File and select Utilities.
Choose Verify Data. Hit OK.

After that, follow these steps to rebuild your company data:

Go to the File menu, then choose Utilities.
Hit Rebuild Data, then OK.
Save your backup, and OK.
When the Rebuild has completed message appears, click OK.

For more information, please check this article to troubleshoot and fix data damage: Verify and rebuild data in QuickBooks Desktop.

If the issue persists despite any troubleshooting steps taken, I recommend connecting with our Live Support team. They can safely access your account to review and check what you’re encountering and offer a solution.

At QuickBooks, we’re committed to supporting you with solutions and keeping everything running smoothly. If you have further questions or need additional guidance, don't hesitate to reach out. We're here to help you!

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Client email address does not show on Send Report