Send and Print Documents Popup
How the Distribute Documents popup chooses templates, unlocks print, email, and text actions, and handles service-date templates.
Read articleHelp for Shared Popups in Work Planner.
How the Distribute Documents popup chooses templates, unlocks print, email, and text actions, and handles service-date templates.
Read articleHow the Send SMS popup handles recipients, SMS credits, variable tags, previews, and blocked sends.
Read articleHow the Send Email popup works, what each recipient and content field does, and how previews and attachments behave.
Read articleHow the generic selector popup works for choosing customers, jobs, services, payment methods, invoices, and other linked records.
Read articleHow the Address Lookup popup works, when it is available, and what happens when you use a selected address.
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