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Changing default contact email address on existing documents

A client recently noted that when changing the email address of the main contact on a customer account has no effect on email account associated with previously created sales order or invoices.  The reason this is an issue for situations where a user needs to resend an already processed Invoice or Order Confirmation, in that the user must manually change the email address of the addressee as Acumatica uses the email address noted on the document, which is now out of date.

We suggest that the system looks to the default contacts as defined in the mailing settings or use the default contact (if there are no overrides in the mailing settings) when resending documents.

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  • Sep 17 2015
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