Output to email PDF filename

KB000020 Submitted by Bentley Industrial Doors on Mar-20-2014 9244 hits

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Description of Problem or Issue

When we output to email (ms outlook) from a quote/invoice etc., our machine with our original install of Instant Quote Professional 8.20 the pdf is named after the quote/invoice number, e.g Q8765.pdf or I10065.pdf. We have purchased a second workstation licence and on this machine when we do the same action the filename is quotation.pdf or invoice report.pdf.

Applies To: Instant Quote Professional

The behavior described in the Problem/Issue section can be duplicated by using the Outlook Express / Windows Mail E-mail Method (see SMTP Setup tab of e-mail window). This setting uses MAPI as the e-mail protocol, which is not as robust feature-wise as setting the e-mail method to use full MS Outlook (bottom option).

To fix this issue (Provided that you are using full MS Outlook):

1) Click the e-mail button to e-mail a quote or invoice. With the e-mail quote/invoice window open, click the SMTP Setup tab.

2) In the E-mail Method selection, change to the bottom option: "MS Outlook 2000/XP/2003/2007". This option will allow Instant Quote Pro to communicate directly with Full MS Outlook.

3) Switch back to the E-Mail tab, and proceed to send your e-mail. The e-mail should now be using the Quote or Invoice # in the .pdf file name.

Resolved on: March 21st, 2014

Additional Information:
This is a similar resolution that also solves KB000021. By using the "MS Outlook" E-mail method in SMTP Setup, more options are available, such as ability to minimize e-mail window, set priority, request read receipt, include quote # in file name, etc.

Article Last Updated on: March 21st, 2014

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7  comments posted.   Add a comment    Print KB Article
Hi Andy, I've had them side by and the settings are the same. It's strange.
Posted by Bentley Industrial Doors on Mar-21st, 2014
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One question: If you open the e-mail window on the original PC, compare the settings found in the SMTP setup tab to the settings in this tab on the new pc. Post back with results if you could. Thanks!
Posted by Andy Colonna on Mar-20th, 2014
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