1

Customer Report Selections too complex for end-user especially if user just wants to setup an emailaddress for customer statement.


Using the action "CopyFromReportSelectionsAction", then user needs to delete all the extra lines, if not using the copy-button user needs to enter manually report ID as well as email body layout code etc. and normal end-user does not know this.


In most cases end-user do not want a different report for the customer but just needs to enter an email for the Customer statement as this function only works with Custom Report Selection and does not use default email on customer card (unless a report selection is specified) like the sales invoice function.


1) So a small change that could be very beneficial for end-user is to allow user to setup Custom Report Selection without specifiying the reportID(body etc. and in that case BC should just use the standard setup from Report Selections.


2) It would also be very beneficial for the user if BC takes the detault email address from customer card when sending customer statements and user only need to enter Customer Report Selections if a differenct email address is needed.

Category: Sales
STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future. Best regards, Business Central Team