Disable Sending of Sales Orders through Email to Customers

User does not want to Email Sales Orders to Customers. What settings should be checked to disable this option.

Answer:

The Administrator may check the following:

1. Navigate to Setup > Company > Email Preferences > Transactions section > Uncheck CUSTOMER DEFAULT TO EMAIL TRANSACTIONS.

This defaults on all new customer records created.

2. Ensure that the preferred Sales Order form does not have the To Be Emailed box checked by Default:

- Navigate to Customization > Forms >  Transaction Forms
- Edit the preferred Sales Order form > Screen Fields subtab > Messages sub-tab
- To Be Emailed field must have Default Checked box unchecked

3. Ensure that Customer records do not have the option Send Transactions Via Email checked. User can perform a Mass Update to set the Send Transactions Via Email field unchecked for all Customer records.

- Navigate to Lists > Mass Update > Mass Updates

- Expand General Updates > click on Customer

- Click on Mass Update Fields subtab

- Check the Email field box and set value to unchecked

- Click Preview

- Once satisfied with results, click Perform Update