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Customer statements bypassing email settings?

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Posted on by James McCullough

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Hey Everyone:

So here's an interesting one that a user hit me with. We want to run a customer statement to email, but she wants to preview the email first. We currently have only a single document sending profile, with the settings as:

When I run invoices to email, it pauses with the email open on the screen, but when I run a customer statement to email, it doesn't do the /prompt for settings/, and just slam-fires the statement out the door.

What setting do I have wrong here?

Thanks.

-J

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KoenPisters 17 on at

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Customer statements bypassing email settings?

Hi James,

I have the same problem for a customer. Did you solve the issue?

Kind Regards,

Koen Pisters
James McCullough 290 on at

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Customer statements bypassing email settings?

Sorry, I didn't get notification on this repsonse...

The document sending profile on this example was taken from the document sending profile window. The customer itself was blank for the document sending profile. Setting it explicitly to that same "DEFAULT" setting in the customer card made no difference... It did not stop to preview the email as I would've expected it to.

Next thought?

Right now I'm copying across my production database to a new sandbox, and I'll try removing my customer's PTE - see if that makes a difference. If it does, it's something with my PTE, but if it doesn't, I'll be back.

Thanks!

-J
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YUN ZHU 68,757 Super User 2024 Season 2 on at

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Customer statements bypassing email settings?

Hi, is this document sending profile not specified on the customer account card or is it empty?

Hope this helps.

Thanks.

ZHU

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