Send email box not closing until email sent or saved as draft

KB000021 Submitted by Bentley Industrial Doors on Mar-20-2014


Description of Problem or Issue

When we email a quote from instant quote we used to be able to send other quotes to email and drop them into a single email. On a new install we can no longer do this. We have to either send the email or save it as a draft. This is a pain if we need to send more than 1 quote at a time (which we do almost every time). Our old PC with the full version installed (that also houses the network database) allows us to do this but the newly installed workstation licence does not. The software is pointed at the same DB/PW files as the old machine.

Applies To: Instant Quote Professional

Resolution

The behavior described in the Problem/Issue section can be duplicated by using the Outlook Express / Windows Mail E-mail Method (see SMTP Setup tab of e-mail window). This setting uses MAPI as the e-mail protocol, which is not as robust feature-wise as setting the e-mail method to use full MS Outlook (bottom option).

To fix this issue (Provided that you are using full MS Outlook):

1) Click the e-mail button to e-mail a quote or invoice. With the e-mail quote/invoice window open, click the SMTP Setup tab.

2) In the E-mail Method selection, change to the bottom option: "MS Outlook 2000/XP/2003/2007". This option will allow Instant Quote Pro to communicate directly with Full MS Outlook.

3) Switch back to the E-Mail tab, and proceed to send your e-mail. The e-mail window should now allow you to minimize it and continue sending more e-mails.

Resolved on: March 21st, 2014

Additional Information:

Article Last Updated on: March 21st, 2014.