Question

Customer Mailing & Printing

  • 10 June 2024
  • 6 replies
  • 48 views

Userlevel 3
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Hi All,

I have a customer that want to have their statements send to a specific email address. When I send the customer statement it send it to the Account Email? What am I doing wrong?

 

 

Thx

Dries


6 replies

Userlevel 7
Badge +12

Hi @driesdeklerk50 

Email will come from the below configuration

 

 

Navigate the email template and update the field data mapping as per the requirement

https://community.acumatica.com/configuration-225/how-to-configure-the-usage-of-notification-templates-312
Userlevel 6
Badge +3

Hi @driesdeklerk50 

I tried testing and encountered the problem as you described. Even though I selected "Contact" as the Recipient but the Email Activity screen chose to send to "Email Account"

I'm looking into the cause.

Best Regards,

NNT

Badge +18

Hello @driesdeklerk50 ,

Are you trying to direct the Statement email for a single Customer to a different Contact’s email address?  Or are you trying to re-configure to what email Acumatica sends ALL customer Statement emails?

To direct one Customer’s Statement to a different Email from the default, use Mailing tab of the one customer record:

Laura

Userlevel 3
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Hi Laura,

 

I tried it but it still using both the emails that are on the Customer's account email.

Userlevel 3
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Any other solution or suggestions?

Userlevel 3
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Hi all,

 

Any solution on this? I would really appreciate.

 

thx

Dries

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