When someone orders a report that is suppose to be emailed to them- instructions:
These reports are emailed automatically after the order.
You can also check the customers emails in infusion to see if it went out.
- I pulled up his contact record
- checked to make sure his email didn’t have an obvious typo
- went to Tasks tab and then down to Email
- clicked to View several emails until I found the one that emailed the report
- I then forwarded that email to him again asking him to confirm receipt
- He probably needs to be called bc I suspect the email is going into spam