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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. |
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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. |
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In some cases Outlook might pop a warning or even block access if the anti-virus is out of date or not installed.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. |