In this post we will discuss how to setup sending documents to different contacts, specific contacts to use with certain documents.
I am using BC18 Demo Database.
On Customer Card select Related-> Customer-> Document Layouts.
Here we are setting up different type of document should go to different contacts/e-mail ids.
In above example: Quote will go to my personal id, and Order Confirmation to my organization id.
It is important that email setup is done to use this feature, either is Office 365 or SMTP which ever you use.
Let’s quickly Check the output:
1. Sales Quote
On Quote select Print/Sent-> Send by Email.
2. Order Confirmation
On Sales Order select Print/Send-> Email Confirmation.
You can see different type of documents are picking different e-mail ids of contacts as per our setup done above.
Similarly, you can do for Vendors too:
Hope you enjoyed the information. Will come with more similar information in my next posts. Till then keep exploring, learning and sharing your knowledge with others.
Remain safe, take care of your loved ones, put your mask, maintain safe distance and don’t forget to get vaccinated.