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Hi
Does anyone know if it is possible to setup e-mails so that when creating a Sales order, in the sales order a Salesperson and/or Owner is added. When we then send the sales order by email to the customer, the sender email-address would be the Sales persons or Owners email address? I.e. if the customer replies on the email, it would go to the Salesperson/Owner.
I have made some tests in this, but cannot figure out how this could be done. Anyone having any ideas of if this is possible?
Are you using a system email account to send emails or are do you have the Exchange Integration implemented? When only using system accounts, they are the only option. If using Exchange Integration, the email address used depends on who executes the send process.
Also, who and how are you sending the emails? If you have an automation process set up, the "from address" on the notification template is used. If sent via a process such as 'Sales Order\Processes\Print/Email Orders', then the email address associated with the user executing the process is used.
All the above is based upon how our system works internally. We don't have any customizations installed that impact or alter the typical processes found in the base Acumatica system. We are currently running version 2019 R1.
Hi
Thanks for the reply! We're using system email accounts, so the idea was to add all the users email accounts(gmail) in SM204002, connected the user to a employee etc.
I've just tested with creating the email directly from the Sales order and then process the actual email sending manually. Do you mean that if using for example 'Sales Order\Processes\Print/Email Orders' it will work differently than if it is created directly from the sales order(going through Actions)?
I'm a bit of a newbie when it comes to the email setup, so please have understanding if I'm not fully knowing what you mean=)
I've noticed the same thing as Shawn. There is a difference between sending the email from an ACTION vs. using the SEND button. In general, I've found the ACTION to be smarter (ie, able to grab the list of customer contacts off of the Recipients area on the MAILING SETTINGS tab of the Customers (AR303000) screen) where the SEND button is limited to the report definition or the Notification Template referenced by the report definition.
You might be able to get away with the populating the Default Email Account field on the EMAIL SETTINGS tab of the User Profile (SM203010) screen for each user without having to do Exchange Integration, but I've never tried it before. Even if it does work, keep in mind that you'll have to update passwords in Acumatica every time they change in Gmail.
Hi
Thanks for the reply, now I understand Shawn's reply a bit better aswell=) I'll see what could be done with the User profile, if we don't get it to work I'll create an improvement case on this.
Looks like someone already created a similar suggestion:
https://feedback.acumatica.com/ideas/ACU-I-1465