AugForums.com

An Acumatica User Group

  • Free
    • Start Here
    • In-Person Gatherings
    • Power BI Workshop
    • Podcast
    • Rolodex
    • Blog
    • Forums
  • Paid
    • AugSQL
    • GI Course
    • GI Library
    • Consulting
  • Register
Acumatica Forums

By using this website, you agree to our Terms of Use (click here)

Forums
AUG Forums
Everything Else
send email to owner...
 
Notifications
Clear all

Questions send email to owner id on opportunity

 
Everything Else
Last Post by Tim Rodman 6 years ago
2 Posts
2 Users
0 Reactions
2,068 Views
RSS
Aaron Thomas, CPA, CITP, CISA, CISM, CRISC, CCSFP
Posts: 5
 Aaron Thomas, CPA, CITP, CISA,...
Topic starter
January 27, 2020 5:42 pm
(@aaron-thomas-cpa-citp-cisa-cism-crisc-csf)
Member
Joined: 7 years ago

In the notification templates there is a lookup next to the "To" field. I'm give a list of predefined email codes.  The one I am looking for would be to send an email to the Owner ID on an opportunity.  I don't see that in the list on the CR3040PL screen.  Any thoughts on how to add or what the code would be for the owner ID?


Topic Tags
owner ID notification template
1 Reply
Tim Rodman
Posts: 3204
 Tim Rodman
Admin
February 20, 2020 9:26 pm
(@timrodman)
Famed Member
Joined: 11 years ago

Opportunities (OP000390) is the actual data entry screen. If you select that screen on the Notification Templates (SM204003) screen, then you can populate the To field with Opportunity -> Owner -> Default Contact -> Email.


Reply
Forum Jump:
  Previous Topic
Next Topic  
Related Topics
  • Prevented from selecting notification template
    2 years ago
  • How to Email to address not linked to entity
    6 years ago
  • Adding the Users Email Signature to a Notification Template
    6 years ago
Topic Tags:  owner ID (1) , notification template (5) ,
Forum Information
Recent Posts
Unread Posts
Tags
  • 12 Forums
  • 2,532 Topics
  • 11 K Posts
  • 4 Online
  • 2,418 Members
Our newest member: Chad Treadwell
Latest Post: Can't export GI's to excel that contain the FATrans DAC after upgrade to 2025 R1 in less than 25 min
Forum Icons: Forum contains no unread posts Forum contains unread posts
Topic Icons: Not Replied Replied Active Hot Sticky Unapproved Solved Private Closed

Online Members

 No online members at the moment

Acumatica Forums

Terms of Use & Disclaimers :: Privacy Policy

Copyright © 2026 · AUG Forums, LLC. All rights reserved. This website is not owned, affiliated with, or endorsed by Acumatica, Inc.

‹›×

    ‹›×