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Feature of the Day: Substitute Fields for Email

Feature of the Day: Substitute Fields for Email

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Why this feature is cool!

 

Our latest release will allow the end-user to create dynamic email messages that automatically pull in information from the document that is being emailed based on the substitute fields inserted into accompany email message.   

 

·         Allows insert of substitute fields into Body or Subject of Email

·         User will be able to easily create personalized email message for their customers.

 

What does it look like?

 

Email Message Setup: (Microsoft Dynamics GP>>Tools>>Setup>>Company>>Email Message Setup)

Screenshot of email generated using the example Email Message:

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  • GP just gets better and better!

  • Could you confirm if this is GP2010 or GP2010 R2?

    Thanks.

  • This is a GP 2010 R2 feature

  • Dear Errol:

    Is the "substitute" field available from a drop-down, similar to the Word Template designer?  I can't find a place to add the merged fields.

  • The data fields that are available in the list (plus the additional fields) are the only fields that an end-user can use when using the feature.  We attempted to add all the most common fields available on the transaction entry forms (less the line item areas).  

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