Role-specific email recipients

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Posted on by JP-21101044-0

Hi everyone,

I was hoping we could find a solution for a problem that has been on my mind for quite some time.

My query:

I would like to set up the roles so that emails for a specific supplier go to different people depending on who is sending the email and what the email is.

For example, an AP clerk would send a remittance to Dave@Microsoft, but a Customer Services rep would send a Sales Order to Mike@Microsoft.

Is there any way to automate this? Am I right to approach it from a role angle, or would it be easier to do so by outgoing document?

Any ideas are welcome, as I'm honestly pretty stumped with it.

Thank you in advance,

Jack.

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Pradeep Rai 5,489 Moderator on at

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Hi,

You can try this by javascript.

Let's say you have created two roles as follows:

1. Sales Member
2. Customer Service Member

Now, whenever CRM users create the email then onload of form we will add javascript which will check the supplier contact based on regarding field of email.

Once found then with script we can set it on email to field.

Note: each supplier contact should have some uniqueness. so that we can identify it for different user.
For example. on supplier contact we can have a optionset which help us to differntiate between sales and customer service contact.

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