Forms Printer Email Function

  • Forms Printer Email Function

    Posted by Teresa Waters on June 14, 2022 at 4:31 pm
    • Teresa Waters

      Member

      June 14, 2022 at 4:31 PM

      Hi,
      I’m working on getting the e-mail function out of GP using Forms Printer working.  I’m testing on historical invoices and having issues.  The invoice prints just fine, but if I say e-mail, it emails it, but the page is blank.  
      Does anyone know what I may be missing?  I’m thinking since it prints right, I have the right form selected.  And since it e-mails something, I have the e-mail portion working.  I just need the 2 to both work at once.
      Thanks,

      ——————————
      Teresa Waters
      Controller
      La Crosse Milling Company
      Cochrane WI
      ——————————

    • Justin Carpenter

      Member

      June 15, 2022 at 6:11 PM

      Hey Teressa Here’s a list of things you can check off.  I recall it was pain to get everything fine tuned but once you do it’s fantastic.  It’s been a few years since I’ve set it up but I do recall finding everything I needed in the archives of GPUG.  Also check Belinda Allen’s post on working with Word Templates.

      Report Template Maintenance –  Verify the template is mapped to the customer
      Alternate/Modified Forms and Reports are pointed at you modified Form
      Administration-
            Company-
                 Email Send Documents as Attachments formats enabled
                 Email Message Set up
            System-
                 Email Preference Set
      Sales
                 Customer Maintenance > Options
                           Send Forms as Email Mapped
      ?

      ——————————
      Justin Carpenter
      Business/Systems Analyst Director
      Medcor, Inc.
      Meridian ID
      ——————————
      ——————————————-

    • Chris Donnelly

      Member

      June 16, 2022 at 8:20 AM

      Teresa,

      The folks at Accountable provide great support.  I would first go through their knowledgebase then open a ticket.

      That’s a weird one.

      Good luck, 
      Chris

      ——————————
      Chris Donnelly
      Sr Mgr of Info Systems and Financial Reporting
      Healthmark Industries
      ——————————
      ——————————————-

    Teresa Waters replied 1 year, 11 months ago 1 Member · 0 Replies
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