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KarinC
June 15th, 2017, 12:04 AM
Hi
Is there a way to have the email address automatically populated when you use the email pdf function in Quotes? It should pull the email address from the account the quote is for.
thanks
Support Team
June 15th, 2017, 06:08 AM
Thank you for posting this.

This is exactly how it works already when emailing the quote. Please make sure that there is an email address for the Account.

You can open the Account details directly from the Quote window using 'Show Linked' drop down on the toolbar.

Hope this helps.
KarinC
June 20th, 2017, 08:15 AM
Hi

Its not working, I have an email address and it is not pulling through into the email in outlook- I have to enter it manually
KarinC
June 20th, 2017, 08:29 AM
Hi again - I have gone back into quotes now and where it was not working 10 minutes ago, now it is!!! Ghosts!!
Support Team
June 20th, 2017, 09:05 AM
:-)
tfreitas
June 20th, 2017, 08:34 PM
I had this problem today as well so your not alone. I had to close out of Commit and then log back in and it's working now for me too. I think the computers brains got scrambled! :P
KarinC
June 20th, 2017, 11:39 PM
It is strange because my colleagues is not working......
Support Team
June 21st, 2017, 06:04 AM
Does it happen always? With any quote?

Does it happen with specific email template?

For example, if a template HTML structure is not valid Outlook may not generate an email properly.

Another possible reason is that the email template used for sending the quote does not contain any data field.

Hope this helps.
lpopejoy
June 21st, 2017, 07:48 PM
If I remember right, wasn't there was an issue on one version where this would not work from the "list" view. Maybe?
KarinC
June 22nd, 2017, 01:03 AM
Hi This is happening with all quotes for one of my Colleagues but the other 2 of us are not having any issue. We were and it suddenly went away but we didn't change any thing....
We are only using 1 Quote Template
Support Team
June 22nd, 2017, 06:06 AM
In some cases Outlook might pop a warning or even block access if the anti-virus is out of date or not installed.
You may check Outlook settings under Trust Center > Trust Center Settings > Programmatic Access and try to change them or update the anti-virus (or fix the Windows level problem why it thinks that the anti-virus isn't configured correctly).

Hope this helps.