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. 

 

clip_image002

 

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