It would be ideal to be able to easily and predictably email order confirmations, invoices and statements to specific emails. Currently with Contacts and Document Layouts it can be confusing and cumbersome.

Additionally, updating the Contact on a Sales Order or updating emails on Company contacts or person contacts depending on Marketing Setup integration settings can be confusing and unpredictable. With Communication Details synchronized in Marketing Setup, the email displayed on Posted Sales Invoices will update. Posted documents should never update as they are historical.

Ideally, once you set up an email for invoices, it should never change indirectly if someone is updating a contact card. Same for statements and order acknowledgements.

Document layouts require creating records for every customer which is cumbersome. It would be better to be able to set an email template and report number globally and set exceptions by customer if desired. The send-to email in the Document Layouts would not be part of the global setting.

Emailing statements should be as easy as emailing an invoice.

Perhaps a simple solution would be discrete email fields for acknowledgements, shipments, invoices, and statements. These could default from the Customer Card and/or Contact Card but these should never be changed systematically unless the user is warned and accepts the change.