Table of contents
- Getting Started
- Bookings
- Clients
- Invoicing
- Creating Invoices
- Modifying Invoices
- Updating Invoice Status
- Adding Internal Invoice Notes
- Viewing Invoice History
- Deleting Invoices
- Cloning Invoices
- Merging Invoices
- Printing Invoices
- Emailing Invoices
- Refunding Invoices
- Printing Receipts
- Emailing Receipts
- Quotations
- Online Payments
- Credit Notes
- Manage Invoice Settings
- Printing
- Searching
- Statistics
- Activity Tracker
- Messages, Notes, Watches, and Reminders
- MIDAS Admin Options
- Manage MIDAS
- Manage Appearance Settings
- Manage Booking Settings
- Manage Fields
- Manage Security Settings
- Manage Email Settings
- Manage Print Settings
- Manage Safety Settings
- Manage Invoice Settings
- Manage Database Settings
- Manage Templates
- Manage Public Settings
- Manage Scheduled Tasks
- Manage Miscellaneous Settings
- Check For Updates
- Manage Addons
- Keyboard Shortcuts
- Other Sources Of Support
- About MIDAS
MIDAS Documentation v4.37
Emailing Clients
MIDAS provides the ability to email your clients directly from within the software at any time!
MIDAS » Documentation » Emailing Clients Firstly, you will need to locate the client you wish to email, via the search icon in the main toolbar. Enter part of the client's name into the search field (ensuring the "Clients" search option is selected so that MIDAS knows what to search for)
Locate the client in the list of search results, and if an email address exists for the client, a corresponding icon will be displayed
Selecting the icon will allow you to compose an email to the client.
Once you have composed your email, click / tap "Send" to send your email.
Tip: Tick the "BCC to me" box before selecting "Send" to have a copy of the email also sent to your email address for your records
See Also: Managing Email Settings