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how to email a quote from the mobile app

  • Aug 1, 2022 4:57 PM UTC
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I am trying to email a quote from the mobile app. How would I do this?

Best answer by Pallika Sharma

The customer and the mailing settings on the report are not used when emailing a sales quote on the mobile app.  The mobile app does not have access to this information in the database.

However, I do see product idea for the same and encourage you to vote for it-

 

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      • Pallika Sharma
      • Acumatica Employee
      • Answer
      • Feb 22, 2023 6:52 PM UTC

      The customer and the mailing settings on the report are not used when emailing a sales quote on the mobile app.  The mobile app does not have access to this information in the database.

      However, I do see product idea for the same and encourage you to vote for it-

       

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