Hi Reuben,

Thanks for using Sage City. 

Just wanted to clarify are you looking to configure the email options to allow it to be sent to customers or is it text and a field you would like to have displayed on the layout when it is printed / emailed? 

Regards

Andy
Sage UK

Thanks Andy

Text displaying on the layout when printed / emailed please

Thanks Reuben

Thanks Reuben,

For adding text, the following article is a good starting point: Add text to a document

Hope that helps you achieve what you need. If that does help, please click More > Verify Answer.

Regards,

Andy

Thanks Andy

I know how to add text and data, but I need to add data specific to a preferred role, namely Send Invoice To

Thanks Reuben

Thanks Reuben, sorry for the confusion, so where is the data that you want to insert currently held, when you refer to a preferred role, where is that information?

Thanks Reuben, sorry for the confusion, so where is the data that you want to insert currently held, when you refer to a preferred role, where is that information?

Thanks Andy

The data is within Sage in the Customer account record under Contacts

I want to show the email of the Contact that has the 'Send Invoice To' contact role set as preferred

Thanks Reuben

My apologies Reuben, I was looking at this in Sage 50 Accounts not Sage 200, I've requested that a colleague on the Sage 200 side looks at this for you.

Andy

Hello Reuben,

I would suggest the following article which will be of assistance, specifically the bottom section where it explains how to send to the preferred email address

https://gb-kb.sage.com/portal/app/portlets/results/viewsolution.jsp?solutionid=200427112259157&hypermediatext=null

Regards,

Gordon

Thanks Gordon

For clarity I'm looking to display the email address in the report

The context here is there would be a sentence showing on the dispatch note saying: The invoice will be emailed to [email address].

Thanks Reuben

Hello Reuben,

In order to add a text item to a report please follow the below. One is for Sage 200 Standard the other is for Sage 200 Professional

http://desktophelp.sage.co.uk/sage200/sage200standard/Content/Support/Add%20and%20remove%20text%20and%20variables.htm

http://desktophelp.sage.co.uk/sage200/professional/Content/General/ReportDesigner_Lines%20and%20boxes.htm

Regards,

Gordon