Tuesday, December 11, 2018

Send Transactions Email to Customers only with Sales Orders

1.  Go to Customer Record>Click Edit button
2.  On Preferences or Info tab   
3.  Uncheck Email next to Send Transactions Via   
4.  Click Save  

5.  Customize the Sales Order form>Set it as Preferred 

6.  Go to on Screen Fields tab
7.  Messages or Communication: Messages sub tab 
8.  On To Be E-mailed - check Default Checked box next to it 
9.  Click Save


Note: If users have multiple Sales Order Forms they have to Customize these forms and have To Be E-mailed field checked as default.  

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