Ideas for Acumatica

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Sending Emails should use transmit display name to recipient from sales leads, opportunities etc

See screen shots to the flow.  Using Acumatica's email system can be very beneficial, however when working in sales the email display name given to the recipient reads the system email account, not the employee first and last name.  This makes the email very impersonal.

  • Gregg Mercede
  • Mar 27 2015
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  • Gregg Mercede commented
    27 Mar, 2015 07:08pm

    added a better final screen shot to illustrate my suggestion