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Hi there,
Is there a way to setup email templates for when a sales order or purchase order is sent through the email dialog in Business Central? We want to add in a custom signature that populates each time a new email is formulated in BC.
I believe this resource covers the requirement: docs.microsoft.com/.../ui-how-send-documents-email
All documents that can be sent by email can have a custom word layout designed for the email body.
Hi Josh,
I see this is for adding the details from the document being sent to the body of the email but I am just looking to include a traditional email signature. That way each time the customer sends an email it just populates with their signature/contact information.
yes that is a facility on offer but if you ignore that and just add in to word what your company would otherwise use in their outlook signature then you have what you want. Fine you will have to do it per document but I imagine that is only a cluster of 5 to 6 documents.
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