Mass E-Mail Settings in Dynamics GP

In Dynamics GP, do you ever need to change the message ID for emailing remittances, but changing the ID on all vendors is too time-consuming? Well, there’s an easy way to change the message ID on customer and vendor records that takes a fraction of the time using the Mass E-mail Settings window.

Vendors

  1. On the purchasing module click on the Vendors in the navigation Pane.
    Mass E-mail Settings
  2. Select all the vendors or the specific vendors you want to apply the change to.
  3. In the ribbon, under the modify section click the expand arrows and click E-mail Settings.
  4. On the Mass Vendor E-mail Settings window, you can select the documents you want to send to the vendors, the message ID, and the document format. You can either send documents as attachments or embed documents in the message body. If you send documents as attachments, you can select to send multiple attachments to the customers and set the maximum file size of the document.
  5. Once the process is done running, an action bar will appear with the number of successful and failed changes.

Customers

  1. On the sales module click on the Customers in the navigation Pane
  2. Select all the customers or the specific customers you want to apply the change to
  3. In the ribbon, under the modify section click the expand arrows and click E-mail Settings
  4. On the Mass Vendor E-mail Settings window, you can select the documents you want to send to the customers, the message ID, and the document format. You can either send documents as attachments or embed documents in the message body. If you send documents as attachments, you can select to send multiple attachments to the customers and set the maximum file size of the document.
  5. Once the process is done running, an action bar will appear with the number of successful and failed changes

I hope these steps were helpful and you will save some time by using Mass E-mail Settings in Dynamics GP. If you have any questions about Microsoft Dynamics GP, please contact us.

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