Phone: For support in Australia, call 1300 401 111 and select option 3 for Bp Allied. Next, select option 1 for Support or Option 3 for Training. For support in New Zealand call 0800 401 111 and select option 3 for Bp Allied. Next, select option 1 for Support or Option 3 for Training
Add an Email
You must have your emails in an email application on your local PC, e.g. in Outlook to be able to use this feature. If your emails are stored on a MAC or accessed via a web browser e.g. Internet Explorer or Safari then the emails need to be saved onto your local machine as a document and added via the Add Document option.
In the Document / Phone calls tab
Click Add an Email
OR
In the Appointments or Clients toolbar
Click Attach Email
The Email - [Client Name] window will display
Client Selector
If opened from the Client Record then that Client will default into the Client field
