Email Data

I’m not using my regular device.  Instead of saving the Case, can I get it emailed to me?  I’m using BPP Online.

This question encouraged the development of the Email Case feature.

On BestPlanPro Online, this feature can be found under Data > Email Data the keyboard shortcut Ctrl E works as well (depending on your browser).

You’ll receive an email of the following to the registered BPP Email from our support email address.

 

You can download this attachment and load it into BPP Online by:

• Downloading the attachment to your device
• Opening BPP Online
• Clicking Data > Load Data

We’ve seen some users using this feature by:

1. Emailing themselves the case (which is sometimes useful for record-keeping)
2. At the end of the day, looking at their calendar to see their appointments
3. Storing the .bpp file in their data storage solution (CRM, Dropbox, Google Drive, Private Server, etc)