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To send a spreadsheet attached to an email, select "Spreadsheet" in the "What would you like to send" dropdown.
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Next, click the dropdown next to "Spreadsheet of" and pick what Sage information you want listed in a spreadsheet. For example, to send a spreadsheet of Jobs recently set up in Sage, select "Jobs" from the "Spreadsheet of" dropdown:
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Click here for a table that helps identify what record information is stored in based on where it's viewed or entered in Sage.
Tip: Use the Search at the top and the "Frequently Used" group to quickly find what you want to send.
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Next, select a prebuilt Condition or choose to create a new one. The Condition determines which Sage records are sent in a spreadsheet. The list of available Conditions is filtered to those that look at the same Sage record specified in the "Spreadsheet of" dropdown (for example: Jobs, Vendors, etc.).
Example: If "JC Jobs" is selected in the "Spreadsheet of" dropdown, the list will show only Conditions that also create a spreadsheet of Jobs:
Note: When activating a prebuilt Task or modifying a Task that has previously been activated, the "Spreadsheet of" record cannot be changed.
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Click "Next" to go to the Condition step to preview/customize the Condition.
Related Links
Send a Spreadsheet Overview
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