Has anyone gotten this option to work?
It works when I use the Send Test Email button, but everywhere else it never uses anything other than the Account email.
Are you sure that isn’t a custom field somebody added?
It’s legit - we have the checkbox (2023.2.11 on prem) but we don’t use it.
We’re using basic SMTP.
What does the field help say? I am looking at both 2024.2 and 2025.1 and do not see that field, that is why I am asking if it is custom.
Do you have a custom layer on that screen? Is it possible that its a built in field but not exposed in the standard UI? What version are you on?
Did you set up the Send As on Microsoft?
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Oh! That is why, thanks.
I have that field on 2024.2.12, but only under Microsoft 365 settings, not under SMTP settings.
(We are only using SMTP, not MS365.)
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KB Article KB0128650 says
To allow other email addresses to display in the From field, select the Use individuals email’s From field check box. If an email address is configured to send email through this Microsoft 365 account, this email address displays instead of the default email address.
So perhaps your users accounts are not setup correctly in M 365
There is text added on the screen itself that Send On Behalf right has to be assigneed to each user to get this functionality working
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Thank you everyone for the feedback.
Like others have mentioned its a built in feature.
We are on 2024.2.12
I have confirmed that Microsoft 365 is setup correctly and that account has rights to send on behalf of everyone.
I even tested this through Epicor by sending a test email and changing the from field to different email address and it sent the email from the updated email address not the default one.
The issue is any email sent out through the rest of Epicor always comes from whatever you put in that box and not the individual logged in like this setting lends me to believe it should be doing. Unless I’m missing something?
I could be wrong, but my understanding was that “send as” only worked on routings and auto-email BPMs. Any place outside of those two, I always thought could only be from the default account.
yes, it means sender tries to set From field to the value, provided in the message. Without this flag it does not try to do this, because by default that right is not set.