Ideas for Acumatica

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Standardize From Email Address on outbound emails generated from Process screens

Currently, with Exchange email integration configured, our invoices are created with a from address like this, "LastName, FirstName" <Accounting@CompanyName.com>.  

We would like for our invoices to come from the company and not from the individual who runs the email generation process, Print Invoices and Memos, AR508000.  We would like the system to use the Standard Email Account and the name from that account.  In our case, our address would look like this "CompanyNameAccounting" <Accounting@CompanyName.com>.  This is the way the system addressed our invoices before we turned on Exchange Integration.

Making this change would present a consistent view to our customers that the invoice is coming from our company and not an individual.  Some email clients will not even show the actual email address (Accounting@CompanyName.com) and will only show the user's name.  Also, we want consistency.  Our customers need to see the name of our company and not a different From Name depending on who runs the email process.  

I believe this would best be implemented as an option on the Exchange Server Configuration screen.  The option could be called, "Use Standard From Account Name" and be a checkbox, Yes/No value.  "Yes" would use just the Standard Email Account without the user's name WHEN the email is generated from a screen found on the Processes tab of a module.  "No" would cause email addresses to function as they currently do, with the user's name added onto the front of the from account.

Emails sent from the SEND button of a report preview screen would not be affected by this enhancement.

  • Darrell Scott
  • Jan 27 2018
  • Future consideration
  • Attach files