Adjust email recipients for customers and vendors

The first priority line on an email template recipient setup is usually configured to check for an email address on the customer or vendor card. If the email template recipient setup locates a TO email address at this point, then Document Output will ignore the remaining priorities.

What would you do if a customer or vendor needs you to send some document types to a specific email address, or needs to add CC and BCC email addresses?

Scenario

In the scenario video, Ester works with the configuration of email recipients for the sales invoice email template, and makes changes to the recipient for one customer for this email template.

Ester needs to work on these tasks:

• Review and adjust email recipient setup for an email template
• Add a specific email address for sending sales invoices to one customer
• Add a method for locating the recipient email address from a table in Business Central

Adjust the email recipient on a customer card

This is handled from the customer or vendor card, through the Email Recipients settings in the Document Output FactBox.

The Email Recipients setup page allows you to make an individual recipient exception for one document type by choosing Email Template, and then selecting the associated document code. With Email Template Group, you can instead send a category of document types to the same recipients, for example all sales-related documents for a customer could be sent to the same email address.

Sometimes a vendor or customer will ask that the documents be sent to a department within the company, or a specific person should be sent the emails, or added as a recipient in addition to the main contact email. The options in the Email Type column allow you to choose from an existing contact in Business Central, or to add a new email address.

Other resources

More learning resources for this topic include:

• Setting up the Customer Card (Solution Demo video)