E-mail – Customer
From this procedure you can send e-mails to a selection of customers or to all customers.
You can send e-mails to e-mail addresses registered under References and Communication in the Customer register.
The list you load in this procedure is not possible to update.
The work flow in the procedure is that you first make a selection of the customers or customer references to whom you want to send the e-mail, and then you load the list. In the list you can choose which e-mail addresses you want to include.
When clicking the button Send 
on the procedure toolbar, a new e-mail message opens in your e-mail program, with the e-mail addresses entered by default in the Bcc field. You enter an e-mail address* in the regular address field (To). You enter a subject and the information you want to send in the e-mail message and then you send the e-mail.
Via settings under the Selection tab you can select to send an e-mail to the addresses that are receivers of quote, order confirmation, invoice, etc. It is also possible to configure if all e-mail addresses by default should be marked to be included, if a log post should be created in the CRM for the customers you are about to send the e-mail to, and also if the e-mail addresses should be placed in the Bcc field (blind carbon copy) in the e-mail message.
The system setting called E-mail sending method determines how e-mails should be sent.
* Tip! When you want to create an e-mail for many customers, it is good to create a contact called "Undisclosed Recipients" in the address book of the e-mail program and link that contact to your own e-mail address or to an e-mail address which should be receiving replies regarding the sent e-mail. An alternative is that you use a "no reply" e-mail address which is not tied to an inbox, in case you do not wish to receive replies to the e-mails.
Presentations
The presentations determine how the selected list should be displayed/presented. For example if it should be presented as grouped or as total. There are some standard presentations included in the program.
In most procedures where you can load lists, it is possible to create your own presentations. This is done under Presentations in the backstage of the procedure in question. If you create your own presentation you can for example choose if it should have a drilldown function and a drilldown filterering.
You can select which columns the list should consist of, and for each of the columns you can configure grouping, sorting, aggregation, and if the column should be shown in chart form and if it should be printed. Additionally you can also make printout settings, chart settings, and settings regarding extra aggregation.
Read more about this in Presentations.
Selection rows
In a list procedure there is always a tab called Selection where you can select data records in different intervals from the database. The data records are then loaded by using the Load button 
in the toolbar of the procedure.
Under Selection rows in the backstage of the procedure, you can choose which selection rows that each list type should have, under the Selection tab in the procedure. In the List type field you select for which list type you want to customize the selection rows.
One table shows selection rows possible to select and one one table shows the selected selection rows. You can add, delete, or move selection rows by dragging and dropping the selection rows with your mouse pointer.
Using the Save button 
you save the selected selection rows.
Read more about this in the Selection topic.
