Hello All,
I trust that you are all well.
I have a customer that upgraded to GP2018 R2.
in GP, there are 2 options to use to email statements. These are:
1. By setting up and using the Customer Email Options screen.
2. By setting up and using the Send Email Statements via the Customer Card Options button.
Option 2 works fine and the statements do get sent out in PDF format and the customer is able to open and view the statements.
Option 1 does not work.
When using option 1, the statement is sent out in WORD format (even though we are not using Templates for the statements), but rather just modified the statement to add a logo.
- AT first, the emailing of the statement seems to go in a loop and we need to end the task and re-send.
When the statement does get sent out in WORD format, (even via Print to Screen and then select - Email), the customer is unable to open the file and gets the error as shown below.
i have tried all suggestions i could find in the forumns, but this does not work.
Even though option 2 is working as expected, the customer requires option 1 to work as well.
any idea what i could be missing and what i could do to resolve this.
Regards,
Jay
