Hi
I wonder if you might be able to help me.
I have a set of email accounts setup in Acumatica. Each with its own purpose. One manages invoice PDFs going into the Accounts Payable area, one is for Invoices when they are sent to customers. One is for when customer service want to correspond with a customer but have it recorded directly in Acumatica.
However, I notice that a user can select any one of these email accounts when they try to generate an email in Acumatica to send to the client. (see screenshot)
Is there a way to restrict which email addresses a user can select in this Email Activity screen? perhaps through workgroups or something like that? EG if the accounts team are emailing a customer I want them to select and use the accounts payable queries account but when a customer service agent is contacting a customer, I do not want them to use an accounts email - I want them to only be able to select the account that is relevant to them and their team.
Thanks in advance for your help
Kelly
