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Multiple email body specs, selected by customer

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Posted on by James McCullough

356

Hey Everyone:

I could spin my wheels on this, but I can't even figure out how to effectively ask Google this question either.

Situation:

The company has multiple customers. Most of the time they email the invoice to the customer, and the default email spec is fine. For a specific customer, they wish to use an alternate invoice specificaiton and email specification (layout.) So effectively:

Customer 1 (normal): RDLC invoice 1, email layout 1 --> send

Customer 2 (specific): RDLC invoice 2, email layout 2 --> send

Here's my issue: I can't figure out what buttons to press in Business Central to have a selection at run-time to decide which email layout to use. I can get it to pick the right invoice, but I always wind up with Customer 2, RDLC invoice 2, email layout 1.

Can someone help direct me to where I need to look?

Thanks.

-J

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YUN ZHU 84,557 Super User 2025 Season 1 on at

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RE: Multiple email body specs, selected by customer

Hi, just adding some info.

This feature can also specify different documents to be sent to different email addresses.

Change default customer/vendor email address when sending emails (For example, sending an order to A, sending an invoice to B)

https://yzhums.com/31281/

Hope this helps as well.

Thanks.

ZHU
James McCullough 356 on at

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RE: Multiple email body specs, selected by customer

Holy poop, I think I need sleep. I'm embarrasssed that I missed the section that you just directed me to. Thank you most kindly.... That was exactly what I needed.
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Inge M. Bruvik 1,029 Moderator on at

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RE: Multiple email body specs, selected by customer

You should look into this functionality where you can define different layouts for different customers and have multiply recipients per customer or vendor.

learn.microsoft.com/.../ui-define-customer-vendor-document-layouts