Help - E-mail selected records

You may select a maximum of 50 records to e-mail from Selected records.

The e-mail form contains the following sections:

  • Your e-mail address: This field is for you to provide us with your e-mail address and is a required field.


  • Other recipients: This is the e-mail address to which you wish to send your selected records if different from your e-mail address. If you have more than one destination you can enter multiple destination e-mail addresses by separating them with a semicolon and a space. If you leave this field blank, your e-mail address from the previous field will automatically be submitted to this field when you click Send.


  • Subject: This is for you to type in a relevant subject line. If you don't enter a subject, the default subject line will be used.


  • Plain text or html: If you would like your e-mail to be sent in html format, please select the html button.


  • Notes: The notes field in the upper part of the page is for you to enter any additional notes you may wish to send about this set of Selected records.


  • Message reads: This section shows everything that will be sent in the e-mail. The notes field that appears next to each record is for notes you wish to make about each record. If you saved your notes in this field on the Selected records page, they will appear here. All notes will be sent in the e-mail.

Once you have clicked on the Send button, a confirmation page appears letting you know that your selected records have been sent. If you want to clear the form and start over, click Clear.