Setting Customer Email Preferences in Connector or by Default upon Creation

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Posted on by EJSieracki

Hi,

We've got a CRM and GP setup where almost all of our new customers are created in CRM and pushed into GP by the connector. We want to email all of our invoices by default. In general, this is working just fine once a customer has been configured for emailing of the invoice through the customer card --> email screen.

We would like to avoid someone having to do this manually in GP each time we get a new account, which happens as many as 10 times a day. Does anyone know of a way to either do this in the connector, or in GP automatically when the account is created?

Thanks.

E.j.

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Community Member Microsoft Employee on at

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RE: Setting Customer Email Preferences in Connector or by Default upon Creation

I do not know how to set this up in GP, possibly you could use a workflow? Connector will integrate the data but won't initiate a process or workflow in an external system, so I think you will want to look at how to do this in GP specifically.