Email an Avails Calendar

To email your avails from Momentus Elite:

1. Click Calendar.
2. Click Avails. 
3. Select the view you want to send from the dropdown.
   Note: for more information on custom avails views, please see Create a Custom Avails View.
4. Click the email envelope icon.
5. Add all information:
   1. Select the month range for the avails you want to send.
   2. Select the orientation for your avails (portrait or landscape) from the dropdown.
   3. Search for and select the recipient(s) of the email. You can type email addresses in directly or search for existing contacts or contact groups.
      • Add the main recipient as the "To" recipient.
      • If you would like to cc or bcc someone on this email, select cc or bcc and then search for and select the recipient.
   4. Send a copy to me will be checked by default; you will receive a copy of the email for your records.
   5. If you have created an email signature, check Include signature to have your email signature added to the body of the email. If you marked your signature to be included automatically, this will already be checked.
   6. If email templates for avails have been created, you will have the option to select a template.
   7. Add or update the email's subject line.
   8. Add or update the email's body text.
      • You can use the rich text editor to apply formatting, insert images or tables, and more.
      • Click the curly bracket icon to add merge fields to include pre-populated data from Elite. As you insert the details into the email, if the field is populated in Elite, it will display in a green text box. If the field is red, the information has not been added to the system yet.
6. Click Send.