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Email PDF Quote

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Posted on by AshleyD

Hello

Is there away to change the To on an email PDF from Account to the contact as a default as it seems it always chooses the account name rather than the contatc you want to send it too.

Thanks

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a33ik 84,325 Most Valuable Professional on at

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RE: Email PDF Quote

Hello Ashley,

That's the answer - you see the OOB behavior. If the quote is created for an account, an account is used in "t"o. One thing that I can recommend is to develop a script that will trigger onload of the quote, check that it was created from quote, query for the contact of the quote and populate to field with the value received.

Good luck.
AshleyD on at

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RE: Email PDF Quote

Thanks will try that setting but the quote is set to potential account and then when the email pdf it selects the account rather than the contact.
Haig Liu Microsoft Employee on at

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RE: Email PDF Quote

Hi AshleyD,

Please try this in system setting:
a33ik 84,325 Most Valuable Professional on at

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RE: Email PDF Quote

Hello,

Who's selected as customer in Quote - account or contact?
AshleyD on at

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RE: Email PDF Quote

HI

Basicly when we open a quote and select the export to PDF select the Email button it always show the Account in the To rather than the contact or email address

Thanks
a33ik 84,325 Most Valuable Professional on at

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RE: Email PDF Quote

Hello,

Can you please explain how to reproduce the steps in order to see why the account is used in "to" on emailing of the quote?
AshleyD on at

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RE: Email PDF Quote

Hi

when we want to email a quote directly from print PDF Dynamics 365 it always shows the account details not the contact but we are not sure how this canbe done.

Thanks

Ash
Mahendar Pal 45,095 on at

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RE: Email PDF Quote

Hi,

Not sure which solution you are referring here "email PDF" but you should be able change email To before sending emails using custom code.