Emailing a document directly.

abhinavabhinav Member Posts: 6
Is it possible to mail a Sales Quotation to the Customer directly after it is prepared.
If Yes, then How?

Comments

  • SavatageSavatage Member Posts: 7,142
    Depends on how you want to do it - do you want to build something into Nav or simply Install a program like PDF Creator.

    Then once your Quote is done - click print choose PDFCfeator & hit the email button.

    Now if you want the system to automatically grab an email address from a customer card or from the sales quote - that will require some programming. (at least in my old version 8-[ )
  • ara3nara3n Member Posts: 9,255
    It still requires dev in new versions
    Ahmed Rashed Amini
    Independent Consultant/Developer


    blog: https://dynamicsuser.net/nav/b/ara3n
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