trying to setup using email with gp 2015. just updated to office 2013. Did all the reading and thought i had all the settings correct. where in gp 2015 do you enter the email address for a customer? under the options button for customer maintenance the email is grayed out. when i create a quote and try to email to customer "test" the error says i need to assign a template (which i thought i did) and that no to, cc, or bcc can be found.
thank you for any help
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thank you.....i tried all this, line by line to be sure i didn't miss anything but i continue to receive the error "a word template must be assigned before sending this documentation"
all templates are enabled
i assigned the sop blank quote form template by right clicking, select assign, company where i selected the company and made the form a default
it still did not work
so i then tried assigning the form to all the customers
but still having the same error.....
any other suggestions? thanks for the help
Hi Pinewood,
You can check out this useful link:
blog.ignify.com/.../microsoft-dynamics-gp-2010-word-templates-and-e-mail-capabilities
Very detailed. :)
Hi,
Go to Microsoft Dynamics GP >> Tools >> Setup >> Company >> Email Settings.
Click on the hyperlink of Sales/Purchasing Series from the Company E-mail Setup window and this opens up the E-mail Setup window of the module selected where one can set which type of documents can be emailed.
i found out where to enter the email address. select the internet button next to the address id window. there the email address window can be found.
but i still get the template not assigned error. i guess i didn't assign it correctly. can someone help with the exact set of steps?
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