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To send a report generated
from Joe's profile to the Rainbow Trout
Association, Joe needs to:
- Decide if he wants the report faxed or e-mailed to his
client.
- Provide the fax number or e-mail address to his client.
- Tell LIAB what to include in the report. The composite
report with his commentary is likely what he will send as this presents a professional
looking report with all of his notes on individual bills.
He selects the Rainbow Trout Assoc. Profile.
As you may notice, Joe has asked for several reports to be generated and sent to his
numerous clients. There is no limit as to how many reports you can have generated from
LIAB and sent to your clients, friends, or family. |