paperless email message per customer

Question

Hi... 
 We have a special customer who gets emailed invoices, but they need an email that does not have the normal message. I know we can click the little button next to the Paperless output and modify the message to only show the subject line, but is there any way we can automate this, so they will automatically know that the one invoice will be sent a different way? Like even a script maybe? 
 They don't have KnowledgeSync but would that system customize the emails per customer? 
 Thank you for any thoughts. 
 B

Sage100User · Answer

Current paperless office does not allow a different message per customer. You'd have to use something like KnowledgeSync (Sage Alerts and Workflow) and store the message you want to send at the customer level (e.g. in a UDF). Then you could have a different message per customer. KnowlegeSync can send PDF email attachments, so you'd have to have it attach that specific file name (which is a formula based on the customer and invoice number).

Kevin M · Answer

I have not used it before, but you might want to take a look at this enhancement (because it allows you to use AR_Customer fields, not just the defaults allowed by Sage... although I am not sure if UDF's could be used): 
 http://wiki.mbabsi.com/doku.php/enhancements/sage100/paperless/cs100p-merge

Sage 100

paperless email message per customer

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