Adjust email recipients for customers and vendors

The first priority line on an email template recipient setup is usually configured to check for email addresses on the customer or vendor card. At this point, you can choose to add specific email addresses as the main recipient, or add CC and BCC email addresses. If the recipient setup locates a TO email address at this point, then Document Output will ignore the remaining priorities.

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.

Scenario

In the scenario video, Ester applies two requested changes to email recipients.

Ester needs to work on these tasks:

• For one vendor, change the recipient for the purchase order email template to an email address
• For one customer, change the recipient for all email templates related to sales, to add an extra contact from the same organization

Other resources

More learning resources for this topic include:

• Setting up the Customer Card (Solution Demo video)