Epicor Email Integration

 

One of the nice features in Epicor is its built in integration with email.   This feature is embedded in many Epicor screens.   The following example is Sales Orders entry and a customer contact.  By right-clicking on a contact name and choosing “Email”, you can email the contact. 

 

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Of course the contact must have an email address.

 

If the Email option is grayed out the check the following:

·       Verify all Email and SMTP fields are entered in

System Management > Company Maintenance > Company> System tab > General Setting tab

·       Verify the user account has a valid email address.  This is found in the following: System Management > Security Management > User Security> Detail tab > Email field

 

2013-07-06T11:11:40+00:00 July 6th, 2013|Epicor|Comments Off on Epicor Email Integration