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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Customer email, invoic...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Customer email, invoice delivery method and site.

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Posted on by Andrew1986 63

Hello Team, 

Could you help me with the following question?

Here is an example of the Customer in GP:

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I cannot find the following Customer information:

- Customer's email address

- Customer's mobile phone. I see only the phone field

- Customer's site (www)
- Customer's type
- Invoice delivery method.

Where on UI I can find this information?

Categories:
Microsoft Dynamics GP
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  • Suggested answer
    Bill Campbell Profile Picture
    Bill Campbell 12 on at

    Ok I take a shot at this :

    Customer Email - click on the Globe icon to open Internet Information

    Mobile Phone - you can use any of the fields for Mobile - you will just have to modify the form to say Mobile, rather than Phone 2

    Customer Site - again in the Internet Information window you can enter the 

    Invoice Delivery Method - from the Customer Card - click on the E-Mail button (lower right) and this opens the Customer E-mail options window.  Here you can set the document delivery.

    Customer Type - I left this to last - this is what I use the Customer Class field for.  There is no specific configuration for the Class - it is a way to assign default settings (various configuration points) to a group of customers.  It also allows you to search and report by this field.

    Hope this helps.

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