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You can email documents to customers and vendors by specifying an email address and Purpose, but you can't see the Purpose field in the Contact information list grid - you have to use the Advanced edit function. In Dynamics AX 2012 you could add the Purpose as a personalization - but you can't do that in Dynamics 365 for Operations

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Ideas Administrator


Appreciate you taking the time to feedback. This forum is for new features enhancements request. You maybe pointing out a bug that you should log through the support channels.
Lachlan Cash – Principal Program Manager - Microsoft

Comments

Microsoft support says it's by design. Issue 591906. KB number 4620591.

Category: Accounts Receivable

Agree! In the Tab "addresses" the column is visible - why not in Tab "Contact information" ???

Category: Accounts Receivable