MDGP 2013 R2 Feature of the Day: Email By Document Type

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The thirty-sixth Feature of the Day covered is Email by Document Type. This new functionality gives the end-user the flexibility to send emails based on the actual type of the document; for example they may want to send quotes to a different email address that the actual invoice. This now can be accomplished using a simple interface.

The Customer Maintenance email tab (Microsoft Dynamics GP menu » Cards » Sales » Debtor (or Customer if in the US) » Email tab) has been updated with a new Email Address column containing an ellipsis button:

Customer Maintenance

This button launches the Email Address Based On Doc Type window which allows different email addresses to be selected for the different types of document:

Email Address Based On Doc Type

Click to show/hide the Microsoft Dynamics GP 2013 R2 Feature of the Day Series Index

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