1. In the Navigation pane, choose the record entity you intend to work on (e.g., Incidents).
2. Click Quick View in the Navigation pane.
3. In the Record Views window, specify the settings of a new record view and save them, as described above, or select an existing view you want to email in the Saved Views menu.
4. Click the Export Via Email button.
· A Send Message window will open with your view specifications formatted as an XML attachment.
5. Edit the text of the original message, review attachments, and set the message priority, as needed.
6. Specify the recipient’s email address.
7. You may type in a recipient’s email address directly into the To and/or CC fields, or import a contact from Perspective’s database by clicking To and/or CC and selecting a person from the displayed Entity List.
· The Entity List will be populated with user records that contain an email address with the Primary Email box checked.
8. Click Send.
9. Close the Record Views window to return to the Data Forms window.
