Emailing from within Epicor

Bob,

This sounds like a good option. Did you get around to posting it?

Randy Weber

--- In vantage@yahoogroups.com, "bobschnable" <bschnable@...> wrote:
>
> Good call Brian. I will be posting this sometime next week more than likely. Work is pretty backed up right now, and I'd like to run through the code and make sure it's commented appropriately.
>
>
> --- In vantage@yahoogroups.com, "Brian W. Spolarich" <bspolarich@> wrote:
> >
> > Bob, this would be a cool bit of code to post on the files section of
> > the site if you're willing to share.
> >
> > -----Original Message-----
> > From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> > Of bobschnable
> > Sent: Wednesday, April 06, 2011 5:52 PM
> > To: vantage@yahoogroups.com
> > Subject: [Vantage] Re: Emailing from within Epicor
> >
> > Randy,
> >
> > I developed a customization that launches from the people tab of the
> > Quote Entry screen. It creates a PDF of the quote you're in, creates a
> > new Outlook message, attaches the PDF, autofills some stock text, and
> > addresses the message to whomever is listed as the Customer Contact
> > you're quoting to.
> >
> > It may be a little long winded, but it gets the job done. Let me know if
> > this is the route you're looking to go.
> >
> > Bob
> >
> > --- In vantage@yahoogroups.com, "Blake Clemens" <blake.clemens@>
> > wrote:
> > >
> > > We use Doc-link for this.
> > >
> > >
> > >
> > > Thanks,
> > >
> > > Blake Clemens
> > >
> > > IT Systems Engineer
> > >
> > > Delmarva Millwork Corporation
> > >
> > > (800) 360-2364 x132
> > >
> > > From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
> > Behalf
> > > Of Chris Thompson
> > > Sent: Wednesday, April 06, 2011 4:37 AM
> > > To: vantage@yahoogroups.com
> > > Subject: Re: [Vantage] Emailing from within Epicor
> > >
> > >
> > >
> > >
> > >
> > > If you are wanting to send external documents, I would use Altec
> > > (Docklink). Its
> > > fairly easy to configure and once it's set up it is good.
> > >
> > > ________________________________
> > > From: Jose Gomez <jose@ <mailto:jose%40josecgomez.com> >
> > > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> > > Sent: Tue, 5 April, 2011 19:25:48
> > > Subject: Re: [Vantage] Emailing from within Epicor
> > >
> > > Apparently I had too much to drink (at lunch) I meant you can use
> > Global
> > > Alerts, or BPM's if you reallllllly want to.
> > >
> > > *Jose C Gomez*
> > > *Software Engineer*
> > > *
> > > *T: 904.469.1524 mobile
> > > E: jose@ <mailto:jose%40josecgomez.com>
> > > http://www.josecgomez.com
> > > <http://www.linkedin.com/in/josecgomez>
> > > <http://www.facebook.com/josegomez>
> > > <http://www.google.com/profiles/jose.gomez>
> > > <http://www.twitter.com/joc85>
> > > <http://www.josecgomez.com/professional-resume/>
> > > <http://www.josecgomez.com/feed/>
> > >
> > > *Quis custodiet ipsos custodes?*
> > >
> > > On Tue, Apr 5, 2011 at 2:20 PM, Jose Gomez <jose@
> > > <mailto:jose%40josecgomez.com> > wrote:
> > >
> > > > You can use BAM's to accomplish this.
> > > >
> > > > *Jose C Gomez*
> > > > *Software Engineer*
> > > > *
> > > > *T: 904.469.1524 mobile
> > > > E: jose@ <mailto:jose%40josecgomez.com>
> > > > http://www.josecgomez.com
> > > > <http://www.linkedin.com/in/josecgomez>
> > > <http://www.facebook.com/josegomez>
> > > > <http://www.google.com/profiles/jose.gomez>
> > > <http://www.twitter.com/joc85>
> > > > <http://www.josecgomez.com/professional-resume/>
> > > ><http://www.josecgomez.com/feed/>
> > > >
> > > > *Quis custodiet ipsos custodes?*
> > > >
> > > >
> > > >
> > > > On Tue, Apr 5, 2011 at 2:12 PM, randyweb <weber.randy@
> > > <mailto:weber.randy%40gmail.com> > wrote:
> > > >
> > > >>
> > > >>
> > > >> V9.05.600C not live yet.
> > > >>
> > > >> My boss asked me if we could send emails from within Epicor such as
> > > >> sending invoices or quotes. I do not see the feature but I hope it
> > is
> > > there.
> > > >> Do I need a third party package?
> > > >>
> > > >> Thanks in advance,
> > > >>
> > > >> Randy Weber
> > > >>
> > > >>
> > > >>
> > > >
> > > >
> > >
> > > [Non-text portions of this message have been removed]
> > >
> > > ------------------------------------
> > >
> > > Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
> > > have
> > > already linked your email address to a yahoo id to enable access. )
> > > (1) To access the Files Section of our Yahoo!Group for Report Builder
> > > and
> > > Crystal Reports and other 'goodies', please goto:
> > > http://groups.yahoo.com/group/vantage/files/.
> > > <http://groups.yahoo.com/group/vantage/files/>
> > >
> > > (2) To search through old msg's goto:
> > > http://groups.yahoo.com/group/vantage/messages
> > > (3) To view links to Vendors that provide Vantage services goto:
> > > http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
> > >
> > > [Non-text portions of this message have been removed]
> > >
> > >
> > >
> > >
> > >
> > > [Non-text portions of this message have been removed]
> > >
> >
> >
> >
> >
> > ------------------------------------
> >
> > Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
> > have already linked your email address to a yahoo id to enable access. )
> > (1) To access the Files Section of our Yahoo!Group for Report Builder
> > and Crystal Reports and other 'goodies', please goto:
> > http://groups.yahoo.com/group/vantage/files/.
> > (2) To search through old msg's goto:
> > http://groups.yahoo.com/group/vantage/messages
> > (3) To view links to Vendors that provide Vantage services goto:
> > http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
> >
>
V9.05.600C not live yet.

My boss asked me if we could send emails from within Epicor such as sending invoices or quotes. I do not see the feature but I hope it is there. Do I need a third party package?

Thanks in advance,

Randy Weber
You can use BAM's to accomplish this.

*Jose C Gomez*
*Software Engineer*
*
*T: 904.469.1524 mobile
E: jose@...
http://www.josecgomez.com
<http://www.linkedin.com/in/josecgomez> <http://www.facebook.com/josegomez>
<http://www.google.com/profiles/jose.gomez> <http://www.twitter.com/joc85>
<http://www.josecgomez.com/professional-resume/>
<http://www.josecgomez.com/feed/>

*Quis custodiet ipsos custodes?*



On Tue, Apr 5, 2011 at 2:12 PM, randyweb <weber.randy@...> wrote:

>
>
> V9.05.600C not live yet.
>
> My boss asked me if we could send emails from within Epicor such as sending
> invoices or quotes. I do not see the feature but I hope it is there. Do I
> need a third party package?
>
> Thanks in advance,
>
> Randy Weber
>
>
>


[Non-text portions of this message have been removed]
Apparently I had too much to drink (at lunch) I meant you can use Global
Alerts, or BPM's if you reallllllly want to.

*Jose C Gomez*
*Software Engineer*
*
*T: 904.469.1524 mobile
E: jose@...
http://www.josecgomez.com
<http://www.linkedin.com/in/josecgomez> <http://www.facebook.com/josegomez>
<http://www.google.com/profiles/jose.gomez> <http://www.twitter.com/joc85>
<http://www.josecgomez.com/professional-resume/>
<http://www.josecgomez.com/feed/>

*Quis custodiet ipsos custodes?*



On Tue, Apr 5, 2011 at 2:20 PM, Jose Gomez <jose@...> wrote:

> You can use BAM's to accomplish this.
>
> *Jose C Gomez*
> *Software Engineer*
> *
> *T: 904.469.1524 mobile
> E: jose@...
> http://www.josecgomez.com
> <http://www.linkedin.com/in/josecgomez> <http://www.facebook.com/josegomez>
> <http://www.google.com/profiles/jose.gomez> <http://www.twitter.com/joc85>
> <http://www.josecgomez.com/professional-resume/> <http://www.josecgomez.com/feed/>
>
> *Quis custodiet ipsos custodes?*
>
>
>
> On Tue, Apr 5, 2011 at 2:12 PM, randyweb <weber.randy@...> wrote:
>
>>
>>
>> V9.05.600C not live yet.
>>
>> My boss asked me if we could send emails from within Epicor such as
>> sending invoices or quotes. I do not see the feature but I hope it is there.
>> Do I need a third party package?
>>
>> Thanks in advance,
>>
>> Randy Weber
>>
>>
>>
>
>


[Non-text portions of this message have been removed]
We use both Global Alerts and BPM to accomplish this. Another method would be APM+ which we use for document emails that are non-event based.

--- In vantage@yahoogroups.com, Jose Gomez <jose@...> wrote:
>
> Apparently I had too much to drink (at lunch) I meant you can use Global
> Alerts, or BPM's if you reallllllly want to.
>
> *Jose C Gomez*
> *Software Engineer*
> *
> *T: 904.469.1524 mobile
> E: jose@...
> http://www.josecgomez.com
> <http://www.linkedin.com/in/josecgomez> <http://www.facebook.com/josegomez>
> <http://www.google.com/profiles/jose.gomez> <http://www.twitter.com/joc85>
> <http://www.josecgomez.com/professional-resume/>
> <http://www.josecgomez.com/feed/>
>
> *Quis custodiet ipsos custodes?*
>
>
>
> On Tue, Apr 5, 2011 at 2:20 PM, Jose Gomez <jose@...> wrote:
>
> > You can use BAM's to accomplish this.
> >
> > *Jose C Gomez*
> > *Software Engineer*
> > *
> > *T: 904.469.1524 mobile
> > E: jose@...
> > http://www.josecgomez.com
> > <http://www.linkedin.com/in/josecgomez> <http://www.facebook.com/josegomez>
> > <http://www.google.com/profiles/jose.gomez> <http://www.twitter.com/joc85>
> > <http://www.josecgomez.com/professional-resume/> <http://www.josecgomez.com/feed/>
> >
> > *Quis custodiet ipsos custodes?*
> >
> >
> >
> > On Tue, Apr 5, 2011 at 2:12 PM, randyweb <weber.randy@...> wrote:
> >
> >>
> >>
> >> V9.05.600C not live yet.
> >>
> >> My boss asked me if we could send emails from within Epicor such as
> >> sending invoices or quotes. I do not see the feature but I hope it is there.
> >> Do I need a third party package?
> >>
> >> Thanks in advance,
> >>
> >> Randy Weber
> >>
> >>
> >>
> >
> >
>
>
> [Non-text portions of this message have been removed]
>
And, not to be obvious, you can always create a PDF from print preview, then
email the PDF. I say that only because I've seen people print forms (like
quotes, invoices, pack slips), then go to the printer, scan it into a PDF,
send it back to themselves, then send it out.



Kevin



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
randyweb
Sent: Tuesday, April 05, 2011 2:13 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Emailing from within Epicor





V9.05.600C not live yet.

My boss asked me if we could send emails from within Epicor such as sending
invoices or quotes. I do not see the feature but I hope it is there. Do I
need a third party package?

Thanks in advance,

Randy Weber





[Non-text portions of this message have been removed]
If you are wanting to send external documents, I would use Altec (Docklink). Its
fairly easy to configure and once it's set up it is good.




________________________________
From: Jose Gomez <jose@...>
To: vantage@yahoogroups.com
Sent: Tue, 5 April, 2011 19:25:48
Subject: Re: [Vantage] Emailing from within Epicor

Apparently I had too much to drink (at lunch) I meant you can use Global
Alerts, or BPM's if you reallllllly want to.

*Jose C Gomez*
*Software Engineer*
*
*T: 904.469.1524 mobile
E: jose@...
http://www.josecgomez.com
<http://www.linkedin.com/in/josecgomez>Â <http://www.facebook.com/josegomez>
 <http://www.google.com/profiles/jose.gomez> <http://www.twitter.com/joc85>
 <http://www.josecgomez.com/professional-resume/>
<http://www.josecgomez.com/feed/>

*Quis custodiet ipsos custodes?*



On Tue, Apr 5, 2011 at 2:20 PM, Jose Gomez <jose@...> wrote:

> You can use BAM's to accomplish this.
>
> *Jose C Gomez*
>Â *Software Engineer*
> *
> *T: 904.469.1524 mobile
> E: jose@...
> http://www.josecgomez.com
>Â <http://www.linkedin.com/in/josecgomez> <http://www.facebook.com/josegomez>
>Â <http://www.google.com/profiles/jose.gomez> <http://www.twitter.com/joc85>
>Â <http://www.josecgomez.com/professional-resume/>
><http://www.josecgomez.com/feed/>
>
> *Quis custodiet ipsos custodes?*
>
>
>
> On Tue, Apr 5, 2011 at 2:12 PM, randyweb <weber.randy@...> wrote:
>
>>
>>
>> V9.05.600C not live yet.
>>
>> My boss asked me if we could send emails from within Epicor such as
>> sending invoices or quotes. I do not see the feature but I hope it is there.
>> Do I need a third party package?
>>
>> Thanks in advance,
>>
>> Randy Weber
>>
>>Â
>>
>
>


[Non-text portions of this message have been removed]



------------------------------------

Useful links for the Yahoo!Groups Vantage Board are: ( Note:Â You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.%c2%a0

(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links



[Non-text portions of this message have been removed]
We use Doc-link for this.



Thanks,

Blake Clemens

IT Systems Engineer

Delmarva Millwork Corporation

(800) 360-2364 x132

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Chris Thompson
Sent: Wednesday, April 06, 2011 4:37 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Emailing from within Epicor





If you are wanting to send external documents, I would use Altec
(Docklink). Its
fairly easy to configure and once it's set up it is good.

________________________________
From: Jose Gomez <jose@... <mailto:jose%40josecgomez.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Tue, 5 April, 2011 19:25:48
Subject: Re: [Vantage] Emailing from within Epicor

Apparently I had too much to drink (at lunch) I meant you can use Global
Alerts, or BPM's if you reallllllly want to.

*Jose C Gomez*
*Software Engineer*
*
*T: 904.469.1524 mobile
E: jose@... <mailto:jose%40josecgomez.com>
http://www.josecgomez.com
<http://www.linkedin.com/in/josecgomez>
<http://www.facebook.com/josegomez>
<http://www.google.com/profiles/jose.gomez>
<http://www.twitter.com/joc85>
<http://www.josecgomez.com/professional-resume/>
<http://www.josecgomez.com/feed/>

*Quis custodiet ipsos custodes?*

On Tue, Apr 5, 2011 at 2:20 PM, Jose Gomez <jose@...
<mailto:jose%40josecgomez.com> > wrote:

> You can use BAM's to accomplish this.
>
> *Jose C Gomez*
> *Software Engineer*
> *
> *T: 904.469.1524 mobile
> E: jose@... <mailto:jose%40josecgomez.com>
> http://www.josecgomez.com
> <http://www.linkedin.com/in/josecgomez>
<http://www.facebook.com/josegomez>
> <http://www.google.com/profiles/jose.gomez>
<http://www.twitter.com/joc85>
> <http://www.josecgomez.com/professional-resume/>
><http://www.josecgomez.com/feed/>
>
> *Quis custodiet ipsos custodes?*
>
>
>
> On Tue, Apr 5, 2011 at 2:12 PM, randyweb <weber.randy@...
<mailto:weber.randy%40gmail.com> > wrote:
>
>>
>>
>> V9.05.600C not live yet.
>>
>> My boss asked me if we could send emails from within Epicor such as
>> sending invoices or quotes. I do not see the feature but I hope it is
there.
>> Do I need a third party package?
>>
>> Thanks in advance,
>>
>> Randy Weber
>>
>>
>>
>
>

[Non-text portions of this message have been removed]

------------------------------------

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/>

(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
Randy,

I developed a customization that launches from the people tab of the Quote Entry screen. It creates a PDF of the quote you're in, creates a new Outlook message, attaches the PDF, autofills some stock text, and addresses the message to whomever is listed as the Customer Contact you're quoting to.

It may be a little long winded, but it gets the job done. Let me know if this is the route you're looking to go.

Bob

--- In vantage@yahoogroups.com, "Blake Clemens" <blake.clemens@...> wrote:
>
> We use Doc-link for this.
>
>
>
> Thanks,
>
> Blake Clemens
>
> IT Systems Engineer
>
> Delmarva Millwork Corporation
>
> (800) 360-2364 x132
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of Chris Thompson
> Sent: Wednesday, April 06, 2011 4:37 AM
> To: vantage@yahoogroups.com
> Subject: Re: [Vantage] Emailing from within Epicor
>
>
>
>
>
> If you are wanting to send external documents, I would use Altec
> (Docklink). Its
> fairly easy to configure and once it's set up it is good.
>
> ________________________________
> From: Jose Gomez <jose@... <mailto:jose%40josecgomez.com> >
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Sent: Tue, 5 April, 2011 19:25:48
> Subject: Re: [Vantage] Emailing from within Epicor
>
> Apparently I had too much to drink (at lunch) I meant you can use Global
> Alerts, or BPM's if you reallllllly want to.
>
> *Jose C Gomez*
> *Software Engineer*
> *
> *T: 904.469.1524 mobile
> E: jose@... <mailto:jose%40josecgomez.com>
> http://www.josecgomez.com
> <http://www.linkedin.com/in/josecgomez>
> <http://www.facebook.com/josegomez>
> <http://www.google.com/profiles/jose.gomez>
> <http://www.twitter.com/joc85>
> <http://www.josecgomez.com/professional-resume/>
> <http://www.josecgomez.com/feed/>
>
> *Quis custodiet ipsos custodes?*
>
> On Tue, Apr 5, 2011 at 2:20 PM, Jose Gomez <jose@...
> <mailto:jose%40josecgomez.com> > wrote:
>
> > You can use BAM's to accomplish this.
> >
> > *Jose C Gomez*
> > *Software Engineer*
> > *
> > *T: 904.469.1524 mobile
> > E: jose@... <mailto:jose%40josecgomez.com>
> > http://www.josecgomez.com
> > <http://www.linkedin.com/in/josecgomez>
> <http://www.facebook.com/josegomez>
> > <http://www.google.com/profiles/jose.gomez>
> <http://www.twitter.com/joc85>
> > <http://www.josecgomez.com/professional-resume/>
> ><http://www.josecgomez.com/feed/>
> >
> > *Quis custodiet ipsos custodes?*
> >
> >
> >
> > On Tue, Apr 5, 2011 at 2:12 PM, randyweb <weber.randy@...
> <mailto:weber.randy%40gmail.com> > wrote:
> >
> >>
> >>
> >> V9.05.600C not live yet.
> >>
> >> My boss asked me if we could send emails from within Epicor such as
> >> sending invoices or quotes. I do not see the feature but I hope it is
> there.
> >> Do I need a third party package?
> >>
> >> Thanks in advance,
> >>
> >> Randy Weber
> >>
> >>
> >>
> >
> >
>
> [Non-text portions of this message have been removed]
>
> ------------------------------------
>
> Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
> have
> already linked your email address to a yahoo id to enable access. )
> (1) To access the Files Section of our Yahoo!Group for Report Builder
> and
> Crystal Reports and other 'goodies', please goto:
> http://groups.yahoo.com/group/vantage/files/.
> <http://groups.yahoo.com/group/vantage/files/>
>
> (2) To search through old msg's goto:
> http://groups.yahoo.com/group/vantage/messages
> (3) To view links to Vendors that provide Vantage services goto:
> http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
Hi Bob,



I would be interested in this. It sounds like a great time saver.



Regards,

Linda



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of bobschnable
Sent: Wednesday, April 06, 2011 5:52 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Emailing from within Epicor





Randy,

I developed a customization that launches from the people tab of the
Quote Entry screen. It creates a PDF of the quote you're in, creates a
new Outlook message, attaches the PDF, autofills some stock text, and
addresses the message to whomever is listed as the Customer Contact
you're quoting to.

It may be a little long winded, but it gets the job done. Let me know if
this is the route you're looking to go.

Bob

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"Blake Clemens" <blake.clemens@...> wrote:
>
> We use Doc-link for this.
>
>
>
> Thanks,
>
> Blake Clemens
>
> IT Systems Engineer
>
> Delmarva Millwork Corporation
>
> (800) 360-2364 x132
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
> Of Chris Thompson
> Sent: Wednesday, April 06, 2011 4:37 AM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: Re: [Vantage] Emailing from within Epicor
>
>
>
>
>
> If you are wanting to send external documents, I would use Altec
> (Docklink). Its
> fairly easy to configure and once it's set up it is good.
>
> ________________________________
> From: Jose Gomez <jose@... <mailto:jose%40josecgomez.com> >
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> Sent: Tue, 5 April, 2011 19:25:48
> Subject: Re: [Vantage] Emailing from within Epicor
>
> Apparently I had too much to drink (at lunch) I meant you can use
Global
> Alerts, or BPM's if you reallllllly want to.
>
> *Jose C Gomez*
> *Software Engineer*
> *
> *T: 904.469.1524 mobile
> E: jose@... <mailto:jose%40josecgomez.com>
> http://www.josecgomez.com
> <http://www.linkedin.com/in/josecgomez>
> <http://www.facebook.com/josegomez>
> <http://www.google.com/profiles/jose.gomez>
> <http://www.twitter.com/joc85>
> <http://www.josecgomez.com/professional-resume/>
> <http://www.josecgomez.com/feed/>
>
> *Quis custodiet ipsos custodes?*
>
> On Tue, Apr 5, 2011 at 2:20 PM, Jose Gomez <jose@...
> <mailto:jose%40josecgomez.com> > wrote:
>
> > You can use BAM's to accomplish this.
> >
> > *Jose C Gomez*
> > *Software Engineer*
> > *
> > *T: 904.469.1524 mobile
> > E: jose@... <mailto:jose%40josecgomez.com>
> > http://www.josecgomez.com
> > <http://www.linkedin.com/in/josecgomez>
> <http://www.facebook.com/josegomez>
> > <http://www.google.com/profiles/jose.gomez>
> <http://www.twitter.com/joc85>
> > <http://www.josecgomez.com/professional-resume/>
> ><http://www.josecgomez.com/feed/>
> >
> > *Quis custodiet ipsos custodes?*
> >
> >
> >
> > On Tue, Apr 5, 2011 at 2:12 PM, randyweb <weber.randy@...
> <mailto:weber.randy%40gmail.com> > wrote:
> >
> >>
> >>
> >> V9.05.600C not live yet.
> >>
> >> My boss asked me if we could send emails from within Epicor such as
> >> sending invoices or quotes. I do not see the feature but I hope it
is
> there.
> >> Do I need a third party package?
> >>
> >> Thanks in advance,
> >>
> >> Randy Weber
> >>
> >>
> >>
> >
> >
>
> [Non-text portions of this message have been removed]
>
> ------------------------------------
>
> Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
> have
> already linked your email address to a yahoo id to enable access. )
> (1) To access the Files Section of our Yahoo!Group for Report Builder
> and
> Crystal Reports and other 'goodies', please goto:
> http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/>
> <http://groups.yahoo.com/group/vantage/files/>
>
> (2) To search through old msg's goto:
> http://groups.yahoo.com/group/vantage/messages
> (3) To view links to Vendors that provide Vantage services goto:
> http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
> [Non-text portions of this message have been removed]
>





[Non-text portions of this message have been removed]
Do you use Doclink with 6.1? and can you do things like send invoices
from within Vantage?



Nick



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Blake Clemens
Sent: Wednesday, April 06, 2011 6:27 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Emailing from within Epicor





We use Doc-link for this.

Thanks,

Blake Clemens

IT Systems Engineer

Delmarva Millwork Corporation

(800) 360-2364 x132

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Chris Thompson
Sent: Wednesday, April 06, 2011 4:37 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: Re: [Vantage] Emailing from within Epicor

If you are wanting to send external documents, I would use Altec
(Docklink). Its
fairly easy to configure and once it's set up it is good.

________________________________
From: Jose Gomez <jose@... <mailto:jose%40josecgomez.com>
<mailto:jose%40josecgomez.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Sent: Tue, 5 April, 2011 19:25:48
Subject: Re: [Vantage] Emailing from within Epicor

Apparently I had too much to drink (at lunch) I meant you can use Global
Alerts, or BPM's if you reallllllly want to.

*Jose C Gomez*
*Software Engineer*
*
*T: 904.469.1524 mobile
E: jose@... <mailto:jose%40josecgomez.com>
<mailto:jose%40josecgomez.com>
http://www.josecgomez.com
<http://www.linkedin.com/in/josecgomez>
<http://www.facebook.com/josegomez>
<http://www.google.com/profiles/jose.gomez>
<http://www.twitter.com/joc85>
<http://www.josecgomez.com/professional-resume/>
<http://www.josecgomez.com/feed/>

*Quis custodiet ipsos custodes?*

On Tue, Apr 5, 2011 at 2:20 PM, Jose Gomez <jose@...
<mailto:jose%40josecgomez.com>
<mailto:jose%40josecgomez.com> > wrote:

> You can use BAM's to accomplish this.
>
> *Jose C Gomez*
> *Software Engineer*
> *
> *T: 904.469.1524 mobile
> E: jose@... <mailto:jose%40josecgomez.com>
<mailto:jose%40josecgomez.com>
> http://www.josecgomez.com
> <http://www.linkedin.com/in/josecgomez>
<http://www.facebook.com/josegomez>
> <http://www.google.com/profiles/jose.gomez>
<http://www.twitter.com/joc85>
> <http://www.josecgomez.com/professional-resume/>
><http://www.josecgomez.com/feed/>
>
> *Quis custodiet ipsos custodes?*
>
>
>
> On Tue, Apr 5, 2011 at 2:12 PM, randyweb <weber.randy@...
<mailto:weber.randy%40gmail.com>
<mailto:weber.randy%40gmail.com> > wrote:
>
>>
>>
>> V9.05.600C not live yet.
>>
>> My boss asked me if we could send emails from within Epicor such as
>> sending invoices or quotes. I do not see the feature but I hope it is
there.
>> Do I need a third party package?
>>
>> Thanks in advance,
>>
>> Randy Weber
>>
>>
>>
>
>

[Non-text portions of this message have been removed]

------------------------------------

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/>
<http://groups.yahoo.com/group/vantage/files/>

(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]



The information in this email (and any attachments) is confidential. If you are not the intended recipient, you must not use or disseminate the information. If you have received this email in error, please immediately notify me by "Reply" command and permanently delete the original and any copies or printouts thereof. Although this email and any attachments are believed to be free of any virus or other defect that might affect any computer system into which it is received and opened, it is the responsibility of the recipient to ensure that it is virus free and no responsibility is accepted by Sparrows for any loss or damage arising in any way from its use.


[Non-text portions of this message have been removed]
Bob, this would be a cool bit of code to post on the files section of
the site if you're willing to share.

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of bobschnable
Sent: Wednesday, April 06, 2011 5:52 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Emailing from within Epicor

Randy,

I developed a customization that launches from the people tab of the
Quote Entry screen. It creates a PDF of the quote you're in, creates a
new Outlook message, attaches the PDF, autofills some stock text, and
addresses the message to whomever is listed as the Customer Contact
you're quoting to.

It may be a little long winded, but it gets the job done. Let me know if
this is the route you're looking to go.

Bob

--- In vantage@yahoogroups.com, "Blake Clemens" <blake.clemens@...>
wrote:
>
> We use Doc-link for this.
>
>
>
> Thanks,
>
> Blake Clemens
>
> IT Systems Engineer
>
> Delmarva Millwork Corporation
>
> (800) 360-2364 x132
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
Behalf
> Of Chris Thompson
> Sent: Wednesday, April 06, 2011 4:37 AM
> To: vantage@yahoogroups.com
> Subject: Re: [Vantage] Emailing from within Epicor
>
>
>
>
>
> If you are wanting to send external documents, I would use Altec
> (Docklink). Its
> fairly easy to configure and once it's set up it is good.
>
> ________________________________
> From: Jose Gomez <jose@... <mailto:jose%40josecgomez.com> >
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Sent: Tue, 5 April, 2011 19:25:48
> Subject: Re: [Vantage] Emailing from within Epicor
>
> Apparently I had too much to drink (at lunch) I meant you can use
Global
> Alerts, or BPM's if you reallllllly want to.
>
> *Jose C Gomez*
> *Software Engineer*
> *
> *T: 904.469.1524 mobile
> E: jose@... <mailto:jose%40josecgomez.com>
> http://www.josecgomez.com
> <http://www.linkedin.com/in/josecgomez>
> <http://www.facebook.com/josegomez>
> <http://www.google.com/profiles/jose.gomez>
> <http://www.twitter.com/joc85>
> <http://www.josecgomez.com/professional-resume/>
> <http://www.josecgomez.com/feed/>
>
> *Quis custodiet ipsos custodes?*
>
> On Tue, Apr 5, 2011 at 2:20 PM, Jose Gomez <jose@...
> <mailto:jose%40josecgomez.com> > wrote:
>
> > You can use BAM's to accomplish this.
> >
> > *Jose C Gomez*
> > *Software Engineer*
> > *
> > *T: 904.469.1524 mobile
> > E: jose@... <mailto:jose%40josecgomez.com>
> > http://www.josecgomez.com
> > <http://www.linkedin.com/in/josecgomez>
> <http://www.facebook.com/josegomez>
> > <http://www.google.com/profiles/jose.gomez>
> <http://www.twitter.com/joc85>
> > <http://www.josecgomez.com/professional-resume/>
> ><http://www.josecgomez.com/feed/>
> >
> > *Quis custodiet ipsos custodes?*
> >
> >
> >
> > On Tue, Apr 5, 2011 at 2:12 PM, randyweb <weber.randy@...
> <mailto:weber.randy%40gmail.com> > wrote:
> >
> >>
> >>
> >> V9.05.600C not live yet.
> >>
> >> My boss asked me if we could send emails from within Epicor such as
> >> sending invoices or quotes. I do not see the feature but I hope it
is
> there.
> >> Do I need a third party package?
> >>
> >> Thanks in advance,
> >>
> >> Randy Weber
> >>
> >>
> >>
> >
> >
>
> [Non-text portions of this message have been removed]
>
> ------------------------------------
>
> Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
> have
> already linked your email address to a yahoo id to enable access. )
> (1) To access the Files Section of our Yahoo!Group for Report Builder
> and
> Crystal Reports and other 'goodies', please goto:
> http://groups.yahoo.com/group/vantage/files/.
> <http://groups.yahoo.com/group/vantage/files/>
>
> (2) To search through old msg's goto:
> http://groups.yahoo.com/group/vantage/messages
> (3) To view links to Vendors that provide Vantage services goto:
> http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
> [Non-text portions of this message have been removed]
>




------------------------------------

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
Doc-link basically sets itself up as a network printer. You define templates that tell it where to look on the document to find the title (so it knows it's looking at the right kind of document), the email address (or fax number) you want to send it to, and any other information you want to store. As far as I can tell you could print anything to this "printer" and it would do whatever you told it to do (convert document to .pdf and email, for example). When you buy Doc-link through Epicor, they provide you with several pre-defined forms that work with the standard system reports. I don't know if those are available for 6.1 or not, but it shouldn't prevent you from creating your own if you want to.

--- In vantage@yahoogroups.com, "Robinson, Nick" <nick.robinson@...> wrote:
>
> Do you use Doclink with 6.1? and can you do things like send invoices
> from within Vantage?
>
>
>
> Nick
>
>
Good call Brian. I will be posting this sometime next week more than likely. Work is pretty backed up right now, and I'd like to run through the code and make sure it's commented appropriately.


--- In vantage@yahoogroups.com, "Brian W. Spolarich" <bspolarich@...> wrote:
>
> Bob, this would be a cool bit of code to post on the files section of
> the site if you're willing to share.
>
> -----Original Message-----
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of bobschnable
> Sent: Wednesday, April 06, 2011 5:52 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: Emailing from within Epicor
>
> Randy,
>
> I developed a customization that launches from the people tab of the
> Quote Entry screen. It creates a PDF of the quote you're in, creates a
> new Outlook message, attaches the PDF, autofills some stock text, and
> addresses the message to whomever is listed as the Customer Contact
> you're quoting to.
>
> It may be a little long winded, but it gets the job done. Let me know if
> this is the route you're looking to go.
>
> Bob
>
> --- In vantage@yahoogroups.com, "Blake Clemens" <blake.clemens@>
> wrote:
> >
> > We use Doc-link for this.
> >
> >
> >
> > Thanks,
> >
> > Blake Clemens
> >
> > IT Systems Engineer
> >
> > Delmarva Millwork Corporation
> >
> > (800) 360-2364 x132
> >
> > From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
> Behalf
> > Of Chris Thompson
> > Sent: Wednesday, April 06, 2011 4:37 AM
> > To: vantage@yahoogroups.com
> > Subject: Re: [Vantage] Emailing from within Epicor
> >
> >
> >
> >
> >
> > If you are wanting to send external documents, I would use Altec
> > (Docklink). Its
> > fairly easy to configure and once it's set up it is good.
> >
> > ________________________________
> > From: Jose Gomez <jose@ <mailto:jose%40josecgomez.com> >
> > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> > Sent: Tue, 5 April, 2011 19:25:48
> > Subject: Re: [Vantage] Emailing from within Epicor
> >
> > Apparently I had too much to drink (at lunch) I meant you can use
> Global
> > Alerts, or BPM's if you reallllllly want to.
> >
> > *Jose C Gomez*
> > *Software Engineer*
> > *
> > *T: 904.469.1524 mobile
> > E: jose@ <mailto:jose%40josecgomez.com>
> > http://www.josecgomez.com
> > <http://www.linkedin.com/in/josecgomez>
> > <http://www.facebook.com/josegomez>
> > <http://www.google.com/profiles/jose.gomez>
> > <http://www.twitter.com/joc85>
> > <http://www.josecgomez.com/professional-resume/>
> > <http://www.josecgomez.com/feed/>
> >
> > *Quis custodiet ipsos custodes?*
> >
> > On Tue, Apr 5, 2011 at 2:20 PM, Jose Gomez <jose@
> > <mailto:jose%40josecgomez.com> > wrote:
> >
> > > You can use BAM's to accomplish this.
> > >
> > > *Jose C Gomez*
> > > *Software Engineer*
> > > *
> > > *T: 904.469.1524 mobile
> > > E: jose@ <mailto:jose%40josecgomez.com>
> > > http://www.josecgomez.com
> > > <http://www.linkedin.com/in/josecgomez>
> > <http://www.facebook.com/josegomez>
> > > <http://www.google.com/profiles/jose.gomez>
> > <http://www.twitter.com/joc85>
> > > <http://www.josecgomez.com/professional-resume/>
> > ><http://www.josecgomez.com/feed/>
> > >
> > > *Quis custodiet ipsos custodes?*
> > >
> > >
> > >
> > > On Tue, Apr 5, 2011 at 2:12 PM, randyweb <weber.randy@
> > <mailto:weber.randy%40gmail.com> > wrote:
> > >
> > >>
> > >>
> > >> V9.05.600C not live yet.
> > >>
> > >> My boss asked me if we could send emails from within Epicor such as
> > >> sending invoices or quotes. I do not see the feature but I hope it
> is
> > there.
> > >> Do I need a third party package?
> > >>
> > >> Thanks in advance,
> > >>
> > >> Randy Weber
> > >>
> > >>
> > >>
> > >
> > >
> >
> > [Non-text portions of this message have been removed]
> >
> > ------------------------------------
> >
> > Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
> > have
> > already linked your email address to a yahoo id to enable access. )
> > (1) To access the Files Section of our Yahoo!Group for Report Builder
> > and
> > Crystal Reports and other 'goodies', please goto:
> > http://groups.yahoo.com/group/vantage/files/.
> > <http://groups.yahoo.com/group/vantage/files/>
> >
> > (2) To search through old msg's goto:
> > http://groups.yahoo.com/group/vantage/messages
> > (3) To view links to Vendors that provide Vantage services goto:
> > http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
> >
> > [Non-text portions of this message have been removed]
> >
> >
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
>
>
>
> ------------------------------------
>
> Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
> have already linked your email address to a yahoo id to enable access. )
> (1) To access the Files Section of our Yahoo!Group for Report Builder
> and Crystal Reports and other 'goodies', please goto:
> http://groups.yahoo.com/group/vantage/files/.
> (2) To search through old msg's goto:
> http://groups.yahoo.com/group/vantage/messages
> (3) To view links to Vendors that provide Vantage services goto:
> http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
>
Mind if I ask how you added in the reference/import/using?
Or did you post the example yet?

--- In vantage@yahoogroups.com, "bobschnable" <bschnable@...> wrote:
>
> Good call Brian. I will be posting this sometime next week more than likely. Work is pretty backed up right now, and I'd like to run through the code and make sure it's commented appropriately.
>
>
> --- In vantage@yahoogroups.com, "Brian W. Spolarich" <bspolarich@> wrote:
> >
> > Bob, this would be a cool bit of code to post on the files section of
> > the site if you're willing to share.
> >
> > -----Original Message-----
> > From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> > Of bobschnable
> > Sent: Wednesday, April 06, 2011 5:52 PM
> > To: vantage@yahoogroups.com
> > Subject: [Vantage] Re: Emailing from within Epicor
> >
> > Randy,
> >
> > I developed a customization that launches from the people tab of the
> > Quote Entry screen. It creates a PDF of the quote you're in, creates a
> > new Outlook message, attaches the PDF, autofills some stock text, and
> > addresses the message to whomever is listed as the Customer Contact
> > you're quoting to.
> >
> > It may be a little long winded, but it gets the job done. Let me know if
> > this is the route you're looking to go.
> >
> > Bob
> >
> > --- In vantage@yahoogroups.com, "Blake Clemens" <blake.clemens@>
> > wrote:
> > >
> > > We use Doc-link for this.
> > >
> > >
> > >
> > > Thanks,
> > >
> > > Blake Clemens
> > >
> > > IT Systems Engineer
> > >
> > > Delmarva Millwork Corporation
> > >
> > > (800) 360-2364 x132
> > >
> > > From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
> > Behalf
> > > Of Chris Thompson
> > > Sent: Wednesday, April 06, 2011 4:37 AM
> > > To: vantage@yahoogroups.com
> > > Subject: Re: [Vantage] Emailing from within Epicor
> > >
> > >
> > >
> > >
> > >
> > > If you are wanting to send external documents, I would use Altec
> > > (Docklink). Its
> > > fairly easy to configure and once it's set up it is good.
> > >
> > > ________________________________
> > > From: Jose Gomez <jose@ <mailto:jose%40josecgomez.com> >
> > > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> > > Sent: Tue, 5 April, 2011 19:25:48
> > > Subject: Re: [Vantage] Emailing from within Epicor
> > >
> > > Apparently I had too much to drink (at lunch) I meant you can use
> > Global
> > > Alerts, or BPM's if you reallllllly want to.
> > >
> > > *Jose C Gomez*
> > > *Software Engineer*
> > > *
> > > *T: 904.469.1524 mobile
> > > E: jose@ <mailto:jose%40josecgomez.com>
> > > http://www.josecgomez.com
> > > <http://www.linkedin.com/in/josecgomez>
> > > <http://www.facebook.com/josegomez>
> > > <http://www.google.com/profiles/jose.gomez>
> > > <http://www.twitter.com/joc85>
> > > <http://www.josecgomez.com/professional-resume/>
> > > <http://www.josecgomez.com/feed/>
> > >
> > > *Quis custodiet ipsos custodes?*
> > >
> > > On Tue, Apr 5, 2011 at 2:20 PM, Jose Gomez <jose@
> > > <mailto:jose%40josecgomez.com> > wrote:
> > >
> > > > You can use BAM's to accomplish this.
> > > >
> > > > *Jose C Gomez*
> > > > *Software Engineer*
> > > > *
> > > > *T: 904.469.1524 mobile
> > > > E: jose@ <mailto:jose%40josecgomez.com>
> > > > http://www.josecgomez.com
> > > > <http://www.linkedin.com/in/josecgomez>
> > > <http://www.facebook.com/josegomez>
> > > > <http://www.google.com/profiles/jose.gomez>
> > > <http://www.twitter.com/joc85>
> > > > <http://www.josecgomez.com/professional-resume/>
> > > ><http://www.josecgomez.com/feed/>
> > > >
> > > > *Quis custodiet ipsos custodes?*
> > > >
> > > >
> > > >
> > > > On Tue, Apr 5, 2011 at 2:12 PM, randyweb <weber.randy@
> > > <mailto:weber.randy%40gmail.com> > wrote:
> > > >
> > > >>
> > > >>
> > > >> V9.05.600C not live yet.
> > > >>
> > > >> My boss asked me if we could send emails from within Epicor such as
> > > >> sending invoices or quotes. I do not see the feature but I hope it
> > is
> > > there.
> > > >> Do I need a third party package?
> > > >>
> > > >> Thanks in advance,
> > > >>
> > > >> Randy Weber
> > > >>
> > > >>
> > > >>
> > > >
> > > >
> > >
> > > [Non-text portions of this message have been removed]
> > >
> > > ------------------------------------
> > >
> > > Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
> > > have
> > > already linked your email address to a yahoo id to enable access. )
> > > (1) To access the Files Section of our Yahoo!Group for Report Builder
> > > and
> > > Crystal Reports and other 'goodies', please goto:
> > > http://groups.yahoo.com/group/vantage/files/.
> > > <http://groups.yahoo.com/group/vantage/files/>
> > >
> > > (2) To search through old msg's goto:
> > > http://groups.yahoo.com/group/vantage/messages
> > > (3) To view links to Vendors that provide Vantage services goto:
> > > http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
> > >
> > > [Non-text portions of this message have been removed]
> > >
> > >
> > >
> > >
> > >
> > > [Non-text portions of this message have been removed]
> > >
> >
> >
> >
> >
> > ------------------------------------
> >
> > Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
> > have already linked your email address to a yahoo id to enable access. )
> > (1) To access the Files Section of our Yahoo!Group for Report Builder
> > and Crystal Reports and other 'goodies', please goto:
> > http://groups.yahoo.com/group/vantage/files/.
> > (2) To search through old msg's goto:
> > http://groups.yahoo.com/group/vantage/messages
> > (3) To view links to Vendors that provide Vantage services goto:
> > http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
> >
>