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Add more options in document lay-outs on the customer card

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Posted on by Eelco Wijr

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Since the update 16.2 we have the option Reminder as new lay-out which we can use in the page document la-out.

We would like to add more options. We also want to send e-mails to specifice users for the following documents:

- Service invoices

- Service credit note

- Job Invoices

Is it possible to add this option in the page document lay-out which we open from the customer card?

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Katrin Kinau on at

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RE: Add more options in document lay-outs on the customer card

Hi,

There is an idea available already that the colleages from development have on a list: https://experience.dynamics.com/ideas/idea/?ideaid=11db2a63-034f-e911-867a-0003ff68b621

The more votes this idea gets, the better the chances for implementation. Please vote for this existing idea.

Thanks
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Mohana Yadav 60,232 Super User 2025 Season 1 on at

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RE: Add more options in document lay-outs on the customer card

Please post your ideas in below link and Microsoft will review based on the votes

experience.dynamics.com/.../

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