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Microsoft Dynamics RMS (Archived)

Setting default email program in RMS

Posted on 17 Jul 2013 14:10:57 by 255

We'd like to be able to send emails to our customers to let them know when their bike service is complete.  On our two non-POS machines, clicking the little envelope icon in RMS Manager brings up Yahoo Mail which works fine.  But when we try it on either of our Windows 7 POS machines, it tries to open Outlook which we don't have and don't want.  We'd really prefer just to use the web based Yahoo mail but can't figure out how to configure RMS to do that.  Thanks in advance for your suggestions.

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  • Dave Durrenberger Profile Picture
    Dave Durrenberger 1,620 on 20 Nov 2014 at 13:15:25
    RE: Setting default email program in RMS

    Hi Shane,

    The e-mail is sent as soon as Tender occurs, using the e-mail on file in the Customer record.  E-mail goes automatically, there is nothing to see at that step in the process, it uses it's own client to send the e-mail through your designated SMTP server.

    Here is a PDF it is online:  www.syssolutionsllc.com/.../SS_Green_Customer_Service.pdf

    Please send us the process flow you would like to achieve at POS with e-mailing and we will verify if the RMS Green function is appropriate.

    You can use this link to provide that information:  www.syssolutionsllc.com/.../About

  • Shane O' Malley Profile Picture
    Shane O' Malley 380 on 20 Nov 2014 at 10:00:09
    RE: Setting default email program in RMS

    Do you have any video or demo of it working. The video's you have on the site do not seem to cover it and the pdf is offline.

    Thanks

    Shane

  • Suggested answer
    Dave Durrenberger Profile Picture
    Dave Durrenberger 1,620 on 06 Nov 2014 at 15:42:34
    RE: Setting default email program in RMS

    Hello Patrick,

    We have a solution specifically for emailing receipts and statements. Have a look at our solution and contact us if you feel this is something you are interested in.

    http://www.syssolutionsllc.com/page/Addons/GreenService 

    Thanks,

    System Solutions

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on 06 Nov 2014 at 15:31:26
    RE: Setting default email program in RMS

    You will have to install email client.  Windows Live Mail is free and can be setup to work with your yahoo email account.  Also you could just install the Yahoo Mail application, but it might have problems with windows 7.

    RMS does not support webmail.  

    help.yahoo.com/.../SLN3285.html

    www.microsoft.com/.../details.aspx

  • BenDJT Profile Picture
    BenDJT 5 on 20 Oct 2014 at 14:45:46
    RE: Setting default email program in RMS

    Was a solution ever found to this? We have a similar instance where we run Microsoft RMS in Windows using Parallels on several Apple Macs. We have set Apple Mail as default email programme and when you click the customer email button it fires up an email in Apple Mail as expected.

    However when you export a Purchase Order or Report it just says Export Failed. It works fine when Outlook is set as default but we would really like it to work with Apple Mail. Does anyone have any ideas or experience in this?

    Thanks in advance.

  • Patrick Moore Profile Picture
    Patrick Moore 255 on 18 Jul 2013 at 13:02:04
    RE: Setting default email program in RMS

    Thanks but it doesn't work in Windows 7.  We've been able to configure Yahoo as our default email client when clicking on an email address on a webpage but when we click on the envelope in POS it still tries to launch Outlook.  

  • Jeff @ Check Point Software Profile Picture
    Jeff @ Check Point ... 13,380 on 17 Jul 2013 at 19:32:30
    RE: Setting default email program in RMS

    This is a Windows issue.  You need to setup your default mail handler in the Default Programs section of Control Panel.

    A Google search turned this up; answers.yahoo.com/.../index

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