This blog provides more details about sending emails from SAP Business One Web Client.
First, you have more options for what types of formats you want to send in your mail: Word document, XLS document, PDF document, or URL hyperlinks. Moreover, you can send the document you require from the view list.
How would you get to this? You now have two options when you send an email:
A default one with a Word attachment:
or the other options, which include an email with Excel, PDF, or URL of the document:
If you choose any of the attachments the email will be sent by opening the email with the address of the contact person assigned to the document in the ‘To’ field. But in the case of an URL Hyperlink in the body of the email, the recipient will not be filled. This just means that your customer does not have access to your database.
The next option to share documents is to send them via mass mail. This can be done from ‘View List’. The process is as follows:
- Open your view list,
- Select the documents you want to share,
Also, see the option of one ‘Email with PDF Attachment’ or ‘Multiple Emails with PDF attachments’:
In case you select the ‘Multiple Emails with PDF Attachments’ option, an email will be created for every selected document. When you have selected only one email the recipient will be not set by Web Client. Please note, due to technical and human limitations, the number of documents you can share by email at one time cannot be greater than 20. For example, if you want to share 150 documents you need to share those 8 times.
The other two options you might know already. This is sending URLs for the created view list or Excel files that you can export from your view list.
All these options were released in the Web Client for SAP Business One 10.0 FP 2202, FP 2208, and SAP Business One 10.0, version for SAP HANA FP 2202, FP 2208.
Please get in touch if you would like to upgrade to version 10.0.
We hope that you find this tip helpful. For more information on Business One, please visit our webpage.
Source: SAP Business One Community Blogs