Email Documents - Set CC and BCC Email Addresses


Document processing allows the system to pick up an email address from the current record – the account record for a sales statement or the order record for a sales order acknowledgement for example, or to pre-set an email address for internal use on sales order picking notes.  This release extends this functionality to allow for CC and BCC email addresses to be selected.

Installation

Document Design Manager

Additional options have been added to the email parameter settings within the document design.  To update select Installation from the main menu followed by Application Manager and then Document Design Manager (Professional users will have the Document Design Manager option on the main Installation menu).  Select the required application and, if applicable, document type before selecting the document number to be amended and the document mask will be displayed.  V6 users can select Format from the toolbar and then Email Parameters, V2016 users can select Email Parameters from the ribbon.

CC / BCC – enter the email address to be used as required.  Users can enter either a pre-set email address for internal use – sending a copy on an invoice to credit control for example.  Alternatively you can reference !Xnnn to pick up an email address from the main application or linked application record being processed, replacing X with either H/A (see below) and nnn with the data item number appropriate.

Document Design Variations

Sales / Purchase Statements – use !Hnnn to pick an email address from the main sales/purchase account record.  Invoicer / Invoice Costing and Invoice Generator – use !nnn to pick up an email address from the main sales/purchase account record. Payroll – use !nnn to pick up an email address from the main employee record. Sales Order / Purchase Order Processing Documents – use !Hnnn to pick up an email address from the order header, use !Annn to pick up an email address from the linked account record. Bill of Materials / Works Order Processing – use !nnn to pick up an email address from the order header record. 

ProFiler User Defined Reports – use !nnn to pick up an email address from the main database record.

 

 


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Article ID: 2189
Created: September 21, 2016
Last Updated: September 21, 2016
Author: Terry Moore

Online URL: https://kb.datafile.co.uk/article.php?id=2189