From Report / Notes screen you can send e-mail to you customer or backoffice

 

  • As attachement  , this is proposed if you do not define your e-mail account under Settings
  • As embedded images, in  this case the e-mail is send directly using your SMTP Settings

 

 

To send E-Mail direct from MobiBiz with Embedded Reports (not as an attachement), you have to define the settings for your company SMTP-Server :

 

Go to Settings , look for Email Group

 

Group  Parameter 

Value

EMail   auth  "true"
  from This email address is being protected from spambots. You need JavaScript enabled to view it.
  host smtp.company.com
  password youpassword   (stored encrypted)
  port 587
  ssl empty or "ssl"
  starttls "true" or "false"
  username This email address is being protected from spambots. You need JavaScript enabled to view it.

 

 

It can also be done by the MobiBiz WEB-application while synchronizing. 

 

Example