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EMContact.Email - not populating in Sales Order Form SO641010

  • February 8, 2022
  • 4 replies
  • 129 views
R
Semi-Pro III
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There is field for Contact Email in SO641010. The expression for it is:

=IIF([EmContact.EMail] = null, [EmContact.DisplayName], [EmContact.DisplayName] + ',' + [EmContact.EMail])

 

When I choose a Contact for my Sales Order, I can’t get this field to populate (the rest of the contact fields populate correctly). I tried giving the contact an email address, I tried setting the Account Email on the Customer, etc. But I can’t get it to populate. Any thoughts?

Best answer by wfilipiak67

@rosenjon,
The EMContact on the Sales Order form is from the Owner. 
Make sure you have an owner entered on the Sales Order itself. It is on the Financial Tab

 

    4 replies

    wfilipiak67
    Captain II
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    • wfilipiak67
    • Captain II
    • Answer
    • February 8, 2022

    @rosenjon,
    The EMContact on the Sales Order form is from the Owner. 
    Make sure you have an owner entered on the Sales Order itself. It is on the Financial Tab

     

    E
    Chris Hackett
    E
    Varsity I
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    • etrojan73
    • Varsity I
    • February 8, 2022

    @wfilipiak67 I agree this is the owner contact info. 

    R
    Semi-Pro III
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    • rosenjon
    • Author
    • Semi-Pro III
    • February 8, 2022

    Thanks @wfilipiak67 that’s what I was looking for.

     

    @etrojan73 Thanks for this info. I ended up changing the report itself to use =IIF([SOOrder.ContactID]<>null, [CustomerContact.EMail], ''), rather than EMContact.Email. I think this is more what our salespeople will expect...if they choose a specific contact, that the Sales Order will be emailed to the Contact rather than the Owner, which may or may not be populated.

    Chris Hackett
    E
    Varsity I
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    • etrojan73
    • Varsity I
    • February 8, 2022

    @rosenjon yea, we get this request often. It’s just easier to change the default email from the report designer end. Good stuff. 

    Chris Hackett
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