S
Surfer01
Hi, wondering if there's anyone out there that is using SAP's Business One
version 2007A and using the Outlook Integration add-on? Business One is our
enterprise software and allows us to email invvoices, order confirmations or
any other documents directly through B1 and using the Outlook Add-on.
My problem is this: since we have two different divisions, our accounting
person has two different email addresses, one for each division. I cannot
choose the email account in B1 that I want to send from - it simply uses the
default account. To make this work, my user has to manually change the
default email account in Outlook every time she wants to change divisions.
This is hugely prone to human error if she forgets to change her account back
before sending for the next division.
Question: is there some way to create a rule for outgoing emails that will
tell Outlook what account to send it from? I'd also like Outlook to
automatically insert the proper signature as well, since B1 does not allow us
to do this either. In B1, we have a field that tells what division our
customer belongs to. Any way I can somehow feed this field to Outlook and
have it read it, then assign the email to the proper account, plus add the
proper signature?
Really need your help - huge problem!
Thanks,
surfer01
version 2007A and using the Outlook Integration add-on? Business One is our
enterprise software and allows us to email invvoices, order confirmations or
any other documents directly through B1 and using the Outlook Add-on.
My problem is this: since we have two different divisions, our accounting
person has two different email addresses, one for each division. I cannot
choose the email account in B1 that I want to send from - it simply uses the
default account. To make this work, my user has to manually change the
default email account in Outlook every time she wants to change divisions.
This is hugely prone to human error if she forgets to change her account back
before sending for the next division.
Question: is there some way to create a rule for outgoing emails that will
tell Outlook what account to send it from? I'd also like Outlook to
automatically insert the proper signature as well, since B1 does not allow us
to do this either. In B1, we have a field that tells what division our
customer belongs to. Any way I can somehow feed this field to Outlook and
have it read it, then assign the email to the proper account, plus add the
proper signature?
Really need your help - huge problem!
Thanks,
surfer01