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shemuelsage

Sending E-Mail button grayed out

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Posted By

Good day,

Maybe someone has some experience with this and can assist.

I see that whenever I run certain reports I cannot email them, the option to do so is greyed out. One example of such is customer statements - in order to forward a customer's statement to a work colleage it means having to download the PDF and manually creating+attaching it onto an email.

See the image below where "E-Mail" is greyed out.

.

This doesn't happen, for example, with a detailed ledger. It used to work on our previous version of Pastel, not sure whether I'm missing something?

Best Regards

Pieter

  • +1
    verified answer

    Good day Pieter,

    The Email button is greyed out on invoices and statements viewed to screen because it did not work as intended. What happened when the button was activated was that when the invoices or statements were viewed for a range of customers, they were all send to the first customer on the range.

    The button is disabled as the invoices and statements use the same form as other reports, so it cannot be removed but only be disabled for now until there is a permanent solution.

    To email the statements, click on Rerun from the statement on-screen preview and select Email as per customer file.

     

     

    Regards,

    Mapule.

  • 0 in reply to Mapule

    Hi there, Mapule.

    Thank you for getting back to me. I understand what you're saying.

    If I select E-Mail as per customer file I'm also going to be sending the statement to the customer, but at least I can CC my colleage in the email.

    That would work in some cases, thank you!

*Community Hub is the new name for Sage City