Sunday, September 16, 2018

No Popup Window Shows Up Using the Email Button in a TransactionRecord


In Setup > Company >Email Preferences > under Transactions section, Use Popup For Main Transaction Email Button is checked. However, when user select Email under More Actions on an Invoice nothing happens.

This happens when the Messages tab is hidden on the form used for the Invoice. To resolve this, customize the form to show the Messages tab. To customize the form, perform the following steps:

     1. Navigate to Customization > Forms > Transaction Forms.
     2. Edit the form used in the record.
     3. In the Tabs tab, check Show for Messages.
     4. In the Lists tab > Messages subtab, check Show for Messages.
     5. Click Save.

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