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Email Estimates does not pull info from Customer (Read 763 times)
David Waldmann
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Email Estimates does not pull info from Customer
08/19/10 at 06:34:21
 
After the 7/5 update, when I email a Consolidated Estimate, it always puts the same email address in no matter what customer the estimate is for. It's an email address for someone who is a Contact, but not a Customer, and it could well be the last Contact who is not a Customer that I emailed a Consolidated Estimate for - haven't tried to verify that yet.
 
This is in addition to the problem that it always creates the PDF file as "0.PDF" - not that much of an issue as I have set up to BCC a copy to myself.
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David N Waldmann
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Vermont Hardwoods
Chester, VT

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Lynn_Pantic
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Re: Email Estimates does not pull info from Custom
Reply #1 - 08/20/10 at 07:17:23
 
Do you have your default set to use the Contact Manager for Estimates?
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Lynn Pantic
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David Waldmann
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Re: Email Estimates does not pull info from Custom
Reply #2 - 08/20/10 at 08:34:02
 
Yes it is. I can select Contacts fine, it's just that when I do it doesn't pull the right info.
 
BTW - I just remembered that on the regular Customer Quote (not Consolidated) it doesn't pull ANY email address in. Further, once you've sent the email you get an error message after the notice that the email was sent successfully:
 
WARN ERR - File: T7JITFUNC.LIB Line: 607
    BTRIEVE error - [data location]\BKARCUST.B* -5

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« Last Edit: 08/20/10 at 13:48:31 by David Waldmann »  

David N Waldmann
President
Vermont Hardwoods
Chester, VT

Evo-ERP, 5 user
IST Build: 3/4/19, patched 04/30/19
Pervasive v11.31
Server 2012 / Win10 x64
Crystal Reports v11
Email WWW   IP Logged
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