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Setup email defaults but not using default contact

Setup email defaults but not using default contact when emailing sales order acknowledgement

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Written by Bogdan Branetiu
Updated this week

Please complete the following steps:

  1. Select Sales

  2. Customer Maintenance

  3. Search for the Customer Account via the QuickBar

  4. Click Edit Addresses

  5. Click Contacts at the bottom left corner

  6. Press Enter

  7. List of all contacts related to the company should appear

  8. Make sure the contact in question has a Email address

  9. Now on the Sub menu click Email Defaults

  10. Tick all relevant documents

  11. Now when a invoice for example is printed, the option to email them instead will appear

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