21-Send Email Function - Send sales document by email
Setup
i. Install MS Outlook Add-in
ii. Customer Card
New field Invoicing Email Recipient (200 char) and Invoicing Email Contact (50 char.). Fill up the information for default email recipients and the salutation position in the email body.
Action menu
Action menu for Email Sales Documents added. User can find in Departments => Invoicing => Tasks
User can use the standard function Add to Actions on Role Center Ribbon if needs.
How to use the Send Email function
1) Select the action Email Sales Documents
2) Select the Document Type then enter the Document No. that related to the Document Type. Click OK for confirm.
