System Email Accounts - Set Reply Address to user that created the document being sent
The client would like to set the “Reply Address” to default to the email address of the user that created the document being sent. So if the account is “purchasing@email.com” and the receiver replies to the sent email, the reply would go to “person@email.com” who had created the purchase order that was sent. If there was an additional field on the Email Template form for it would be easy:
Unfortunately that doesn’t exist, so I went to the System Email Accounts form, but the “Reply Address” field will only allow a valid email address. I haven’t found any info on coding that field so not sure if it’s even possible.
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From the screenshot, it appears you’ve already contemplated just adding the creator as a CC. This isn’t good enough?
From the screenshot, it appears you’ve already contemplated just adding the creator as a CC. This isn’t good enough?
No, as they don’t want to have to monitor another email inbox for replies. I deal with it every day when folks don’t “Reply All.”
Hi @rwhetsell77
As far as I know, the ‘Reply-to’ field on the System Email Accounts screen does not support replying to the user who sent the original email.
Depending on how your client is using their ‘purchasing@email.com’ style System Email Accounts, you might consider Acumatica’s email Routing functionality.
This requires configuring Acumatica for inbound emailing capabilities. With Inbound Emailing and Routing turned on, Acumatica will support the following workflow:
An email is generated and sent by a user from within Acumatica (ie, email sent from ‘purchasing@email.com’)
The recipient responds to the email (ie, reply email sent to ‘purchasing@email.com’)
Reply email is received into Acumatica (result of inbound email settings)
Acumatica forwards a copy of the reply email to the direct mailbox of the user who sent the original email in the thread (result of Routing).
Basically, emails will get ‘routed’ through Acumatica to the appropriate user’s direct mailbox using the ‘purchasing@email.com’ account as an intermediary. It’s admittedly a bit convoluted, but very cool.
Hi @rwhetsell77
As far as I know, the ‘Reply-to’ field on the System Email Accounts screen does not support replying to the user who sent the original email.
Depending on how your client is using their ‘purchasing@email.com’ style System Email Accounts, you might consider Acumatica’s email Routing functionality.
This requires configuring Acumatica for inbound emailing capabilities. With Inbound Emailing and Routing turned on, Acumatica will support the following workflow:
An email is generated and sent by a user from within Acumatica (ie, email sent from ‘purchasing@email.com’)
The recipient responds to the email (ie, reply email sent to ‘purchasing@email.com’)
Reply email is received into Acumatica (result of inbound email settings)
Acumatica forwards a copy of the reply email to the direct mailbox of the user who sent the original email in the thread (result of Routing).
Basically, emails will get ‘routed’ through Acumatica to the appropriate user’s direct mailbox using the ‘purchasing@email.com’ account as an intermediary. It’s admittedly a bit convoluted, but very cool.
