Microsoft Business Central
Adding Custom Layouts and e-mail addresses to individual Customer Cards
Customers in Microsoft Dynamics Business Central (BC) can be assigned with distinct document layouts (e.g. sales invoice, sales credit memo) and e-mail body templates.
Multiple e-mail accounts can be linked to these layouts.
Navigate to the Customer Card and from the task bar click on Navigate > Customer > Document Layouts
Under the Usage column select the document you want to configure from the drop-down, e.g Invoice
Complete the setup as follows:
Report ID: 1306 (Report Caption will be updated automatically by the system)
Custom Layout Description: Select the customer layout report pre-set in the system
Sent to Email: insert e-mail accounts of contacts you want to send documents to, separated by a semicolon ;
Use for Email Body: Tick this box if you want to attach a pre-set e-mail body
Email Body Layout Description: Select the customer layout report