Skip to main content
Solved

How do I get the Sales Quote email template to return when sending quotes from the CRM?


Forum|alt.badge.img

When I select Print Quote and then SEND, the Sales Quote email template no longer appears for me. When I login as any of our other Users, it works properly.

 

Best answer by jsudak

This has been resolved. I had a Default Email Account under My Profile. Once trhis was removed, everything worked again. 

View original
Did this topic help you find an answer to your question?

5 replies

iqraharrison
Captain II
Forum|alt.badge.img+8
  • Captain II
  • 525 replies
  • August 19, 2024

@jsudak hi! has anything changed with the access rights to this screen?

 


iqraharrison
Captain II
Forum|alt.badge.img+8
  • Captain II
  • 525 replies
  • August 19, 2024

@jsudak also, is it a pop up window that comes up that shows the email template? is there anything on your browser that is blocking pop ups?  Could you try in a different browser to see if that’s part of the issue?


Forum|alt.badge.img
  • Author
  • Varsity I
  • 65 replies
  • August 19, 2024

Nothing has changed with regards to Access Rights. Not a pop-up block issue. As I mentioned, if I login as other Users, the email template form does appear. Changing browsers makes no difference. It seems that just for my login and this function, the email template pop-up no longer works. 


Forum|alt.badge.img
  • Author
  • Varsity I
  • 65 replies
  • Answer
  • August 20, 2024

This has been resolved. I had a Default Email Account under My Profile. Once trhis was removed, everything worked again. 


Chris Hackett
Community Manager
Forum|alt.badge.img
  • Acumatica Community Manager
  • 2640 replies
  • August 20, 2024

Thank you for sharing your solution with the community @jsudak!


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings