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We have many customers that are asking to be able to have the attachments in both Documents and Incoming Documents be automatically attached to the email when emailing the Purchase Order or Sales Invoice. The person can then choose which ones to remove. Right now they save the attachments on their desktop and reattach them to the email.

Currently Business Central does not support the ability to customize the code to allow for extra attachments with the emailing within the web client which makes meeting the customers needs even more challenging.
STATUS DETAILS
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Comments

T

We also need the ability to open and edit the email in outlook prior to sending and the email to come from the user vs the single SMTP email address.

Category: Financial Management

T

Latvia Localization has a nice functionality named E-Doc, that ensures sending any purchase, sales, customer, vendor related document by storing attachments in Azure folders, keeping good trace of records user, time, date, resending, recipients, CC recipients, generating emails and keeping user signature in the email.

Category: Financial Management

T

Also attach in the Company Information, the General Terms of Delivery Conditions add as a attachment on the Sales Invoice / Sales Creditmemo / Sales Offer and Purchase Order and Reminder documents.

Category: Financial Management

T

Also to be able to select which doc not to attach, as many dont want incomming docs to SalesInvoice,
we have build an extension to handel all this

Category: Financial Management

T

As an enhancement to this suggestion, having a menu option in the Navigation menu to view the history of documents sent: date, user, document, recipients.

Category: Financial Management