You may find it necessary to remind people that they have outstanding Referrals due. Using e-mail is a convenient and easy way of reminding them. With CLIFF’s e-mail option, you can send e-mail reports of Referrals Sent to individual offices.
To Send e-mail of Referrals Sent
- Create selection of Referrals Sent
The current selection of Referrals Sent should consist of the Referrals you wish to send an e-mail. If you only want to send e-mail for some of the Referrals, mark the Referrals you want to include. CLIFF will send a separate email to each office for the selected Referrals.
Click the 
button in the Tool Bar.
Click Current Selection or Marked Records (if displayed) as source for creating report.
Click Hold Email if you do not want to send the email report yet.
Click Delete After Sending if you do not want CLIFF to keep the email for you.
Select the From Office from the drop down menu.
Enter a Subject for the email.
Enter any notes or additional information you want prefixed to the generated report.
Click Generate to submit.
When CLIFF has sent the email report, a message will be sent to your account.
