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Jo’s Did You Know “Setting Up Emailing in GP” Email on the Fly!
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Jo’s Did You Know “Setting Up Emailing in GP” Email on the Fly!
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Hi All!
I have a Blog on the Microsoft Dynamics Pages, here
https://community.dynamics.com/gp/b/gplife
But I wanted to share a little tip on emailing on the fly!
Of course, you knew you could set GP up for emailing Vendors and Customers and that that email information is stored at the Address Level for Vendors and Customers, but did you also know that you can change the email address ON THE FLY at the transaction Level for Receivables and Sales Order transactions and Purchase Orders, which will STAY and apply to ONLY that transaction?
When you are in a SOP or Receivables transaction or in a Purchase Order, look to the right of the Customer or Vendor ID and you’ll see a little envelope icon. Here you can set a different email address than is attached to the address and/or you can customize the email message that is sent just for this transaction! Cool, huh?!
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Kindest Regards,Jo deRuiter
“That GP Red Head”
Advanced Credentialed Professional-Dynamics GP
Member, GPUG GP Credentialing Exam Committee
Chairman, GPUG Partner Advisory Board
“……what isn’t she up to?”
Heartland Business Systems, LLC
Senior Financial Systems Consultant
Milwaukee, WI
770-906-4504 (Cell)
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