Hi all,
For the 'Send Email' in BC, system always automatically fill up the 'To' email address. Where actually the system takes the email address from? Because I noticed that sometimes the email address filled by system is different from the 'Bill-to E-Mail' I had in the Posted Sales Invoice. Kindly advice me. Thank you.
Hi Josh,
I have the same question and lucky this post not too long ago.
I understand we can use "Document Layouts" to have different emails when sending the document, which is quite handy, thanks.
However, I found that the default email does not get from "Sell-to Contact" nor "Bill-to Contact". ( In case of not setting up the "Document Layout")
My testing result shows me that the system always takes email in Customer Card.
MY testing example like below
Customer Card email : custCard@TestEmail.com
Sell-to Contact email : SellToContact@TestEmail.com
Bill-to Contact email : BillToContact@TestEmail.com
I also found Online Document written that is get from "customer email address"( I assume it mean Customer Card)
docs.microsoft.com/.../ui-how-send-documents-email
Do you mind guide me on how to take email from contact instead of customer card? (If is control by setup)
Hi Josh,
I have the same question and lucky this post not too long ago.
I understand we can use "Document Layouts" to have different emails when sending the document, which is quite handy, thanks.
However, I found that the default email does not get from "Sell-to Contact" nor "Bill-to Contact". ( In case of not setting up the "Document Layout")
My testing result shows me that the system always takes email in Customer Card.
MY testing example like below
Customer Card email : custCard@TestEmail.com
Sell-to Contact email : SellToContact@TestEmail.com
Bill-to Contact email : BillToContact@TestEmail.com
I also found Online Document written that is get from "customer email address"( I assume it mean Customer Card)
docs.microsoft.com/.../ui-how-send-documents-email
Do you mind guide me on how to take email from contact instead of customer card? (If is control by setup)
Hi Josh,
I have the same question and lucky is quite a recent post.
I understand we can use "Document Layouts" to have different emails when sending the document, which is quite handy, thanks.
However, I found that the default email does not get from "Sell-to Contact" nor "Bill-to Contact". ( In case of not setting up the "Document Layout")
My testing result shows me that the system always takes email in Customer Card.
MY testing example like below
Customer Card email : custCard@TestEmail.com
Sell-to Contact email : SellToContact@TestEmail.com
Bill-to Contact email : BillToContact@TestEmail.com
I also found Online Document written that is get from "customer email address"( I assume it mean Customer Card)
docs.microsoft.com/.../ui-how-send-documents-email
Do you mind guide me on how to take email from contact instead of customer card? (If is control by setup)
In general it is the sell-to contact or bill-to contact, depending on the document. You can override this by using settings at customer or vendor level for specific documents. Go to a customer card and look for “Document Layouts”. You can then say that invoices, for example, are sent to a collection of contacts or static typed email addresses. This is useful as orders might go to 1 email or contact, whilst invoices and statements just go to a finance email contact. A full explanation of the mentioned feature is here: docs.microsoft.com/.../ui-define-customer-vendor-document-layouts
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