Email - Outlook Web App

MAS 4.5.07 My goal is to allow users to email Sales Orders etc without using a local mail client, but instead use the Outlook Web App hosted by Rackspace. (I don't want to install or manage local email clients) Our mail is hosted on Exchange. Anyone have a solution/idea for this?

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    The Paperless Office module was designed to allow emailing certain types of output (including orders) without the use of a local mail client.

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    Hosted Outlook is problematic. It depends on security requirements on their end.  We have hosted Outlook and had to create a Gmail account to handle the paperless office account. Besides ALL emails from Paperless Office use the same account. It is not the users account.

  • 0 in reply to BigLouie

    Thanks all.

    We have about 30 sales reps and 45 seats in MAS.

    If a rep sends an email from MAS, it would be a requirement that the specific sales reps

    email address was used, not a generic email eg; [email protected].

    I've written a couple email interfaces for other applications, Do you think it's possible to

    trap the MAS generated pdf and hang it on a custom email sender???

    If anyone would know, I hope they're hanging out on this forum.

    Just asking!

  • 0 in reply to sevendogzero

    One way to do this is to preview the sales order, export to Adobe PDF in application and then send as an attachment.

  • 0 in reply to BigLouie

    Exactly what we do now. We have shortcut on the terminal server and local client pointing

    to the same folder on our network for each user. They produce a pdf on the terminal server, where

    they save the pdf in the shortcut folder, then switch to the local desktop (where OWA is opened).

    They attach the pdf and send.

    When they do it all the time, the extra steps add up. Directly emailing form the

    print screen would be a timesaver.

    Are there any BOI objects which may have access to the respective print forms??

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    You can automate using VBscript, but there are challenges. I started with a script, graduated to full blown vb.net application. It works well enough for 20 people over 100 sends per day, click one button on a sales order, looks at the windows login for user (could easily look at Sage), sends email with PDF attached to customer and copies the 'sender'.

    I am looking at upgrading to a 'user database' because we have multiple locations, and want phone/fax numbers per location to display on the quote/confirmation. Database is in access, and it works, but since I am an inside sales person first 90% and everything else, including programmer, last 10%, it has been quite a while. I wanted to get away from PDF attachments, and embed the data in HTML body email. Cuts down on spam false positives. I would be willing to share what I have so far with someone who could take it to the last steps.

    Sorry to ramble on here, I stumbled on this post because I was trying to see if anyone had added USER information in UDF/UDT in Sage 100, as opposed to using an external database. I do not want to hijack this post, I will start a new thread asking this question. To answer sevendogzero.... yes it is possible, and I am willing to share details on how I did it.

    Thanks.

    -Mike
  • 0 in reply to vtsmike
    Mike,
    I can write a solution as well, but wanted to verify existing MAS functionality did not exist before I did.