Feature of the Day: Substitute Fields for Email


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:


Comments (5)

  1. Steve says:

    GP just gets better and better!

  2. Steven says:

    Could you confirm if this is GP2010 or GP2010 R2?

    Thanks.

  3. This is a GP 2010 R2 feature

  4. Rob Gillespie says:

    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.

  5. 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).  

Skip to main content