We are currently using GP hosted on a vendors RDP machine.
We are also using Microsoft Office 365 Exchange for email
How can we set up exchange on GP so we can email purchase orders, sales orders, invoices, etc to customers and vendors.
Do we set up Office 365 with just a generic email account (i.e. info@domain.com)?
And can we have the emails automatic CC:ed to whichever GP login account the user is logged in with?
TIA
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Thank you
The first thing is to ensure your email type is setup as Exchange - Administration > Setup > System > System Preferences. Once you have the email type setup correctly, you can then go under Email Settings, Administration > Setup > Company > Email Settings, to configure the document formats and attachments you will be submitting to both customers and vendors.
To setup email information at the customer or vendor level, direct yourself to the respective cards. For a customer, go to Sales > Cards > Customer, then click on the globe button next to the Address ID (you can do the same if you click on the Address button below the window, and clicking on the globe next to the Address ID field). You will now see the Internet information window which has the addresses for To, CC, and Bcc. Although you can use generic AP and AR addresses for the Cc and Bcc lines, you can very well enter a person's email address, i.e., jane.doe@somecompany.com, where you would like the copies to go.
Repeat similar steps for the vendor cards.
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