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Prepopulate Sales Order Contact when emailing Sales Order?


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When I go to “Print Sales Order”, and then go to the Email option to choose a contact for the To: address, the default is to search the global list of contacts. Shouldn’t the chosen Contact for the Sales Order be pre-populated? And also, shouldn’t the short list be the Contacts attached to that Customer, as opposed to searching the entire Contact database?

Best answer by markusray17

If you mean from the report viewer, clicking the send option it uses the shipping contact email by default(this can be changed in the sales order report configuration). And it does not filter the contacts by customer. I would agree that it should but it unfortunately doesn’t. 

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5 replies

Kandy Beatty
Captain II
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  • Captain II
  • 2183 replies
  • April 15, 2022

Hi @rosenjon 

 

yes, it should pull only from that customer record. You can change it as well. 


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  • Author
  • Semi-Pro III
  • 293 replies
  • April 15, 2022

It doesn’t seem to do that. Maybe there is something missing from my setup? I changed my Sales Order contact to not use the owner field, but rather the Contact info. Perhaps it’s still trying to pull from the Owner record?


Kandy Beatty
Captain II
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  • Captain II
  • 2183 replies
  • April 16, 2022

Hi @rosenjon 

Can you share screen shots of what you are doing? 


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  • Jr Varsity II
  • 237 replies
  • Answer
  • April 18, 2022

If you mean from the report viewer, clicking the send option it uses the shipping contact email by default(this can be changed in the sales order report configuration). And it does not filter the contacts by customer. I would agree that it should but it unfortunately doesn’t. 


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  • Author
  • Semi-Pro III
  • 293 replies
  • April 18, 2022

Thanks @markusray17 , this shipping contact is the correct answer. And yeah….someone should make it default behavior to only show the contacts attached to that customer, with a checkbox option to search the whole database.


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