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Expand email scenario's; Options "Usage" in Document layouts and add pageactions Send / Post & Send, batch post and send

Joris Jans on 3/5/2021 9:38:58 AM
1. In Documents layouts from customers and vendors: add options Usage so it matches the usage of the report selections (like sales report selections)
2. In Documents layouts: add new field "Document Sending Profile" in order to Print and mail Sales Shipments and only mail Sales invoices.
3. Change "Post and print" to "Post and Send" on all Purchase, Sales, Service and Warehouse documents.
4. On posted or issued documents: Change "Print" to "Send"
6. Align e-mail scenario's
7. On all documents: add “Sent E-mail” which opens the sent mailbox.
8. Align with interaction log entries of the contact.
Category: General
STATUS DETAILS
Needs Votes
Ideas Administrator

Business Central Team (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

Comments

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RE: Expand email scenario's; Options "Usage" in Document layouts and add pageactions Send / Post & Send, batch post and send

Dennis Stolwijk on 3/30/2021 1:44:15 PM

I agree also, these are missing functionalities almost everything goes by mail.

Category: General

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RE: Expand email scenario's; Options "Usage" in Document layouts and add pageactions Send / Post & Send, batch post and send

Nicole Vonk - van der Horst on 3/10/2021 3:25:56 PM

I agree, these options should be spread more widely throughout BC.

Category: General

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RE: Expand email scenario's; Options "Usage" in Document layouts and add pageactions Send / Post & Send, batch post and send

Eric Cantineau on 3/8/2021 3:46:56 PM

Great Idea, small change with a lot of more possibilities!!!

Category: General

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RE: Expand email scenario's; Options "Usage" in Document layouts and add pageactions Send / Post & Send, batch post and send

Adrien PRACHAZAL on 3/5/2021 9:58:07 AM

Agree with you Joris, we need more "Send to" action button for all sales, purchases and warehouse documents

Category: General