Default email address for sending PDF per mail

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  • hybit
    Junior Member
    • Jan 2022
    • 11

    Default email address for sending PDF per mail

    Hi folks,

    I am so excited to use EspoCRM and have had a blast (no joke) preparing templates for the pdf generation of quotes and invoices. I've adjusted some of the entities to my liking and I now have a questions about the "Email PDF" feature. For invoices, by default the billing contact email address is used. Some of our customers, however, have extra invoicing addresses, that do not associate directly with any contact person but rather with the company / account. Is it possible to adjust the default address being used for sending invoice PDFs via mail?

    tldr; Can I change the default "Email PDF" address to a custom attribute of type Email? On top: Can it be conditional?

    Thanks a million
    hybit
  • emillod
    Active Community Member
    • Apr 2017
    • 1413

    #2
    You would have to override default popup in js. It's doable, but not easy. Require coding skills.

    Comment

    • hybit
      Junior Member
      • Jan 2022
      • 11

      #3
      I have tried to trace back which js function is being called when pressing "Email PDF", but I couldn't find the appropriate function. Can you help me where these functions are stored in the EspoCRM data structure?

      Thanks a million
      Cheers

      Comment

      • emillod
        Active Community Member
        • Apr 2017
        • 1413

        #4
        hybit i would try with this:
        /client/modules/sales/src/views/quote/record/detail.js
        Search for actionComposeEmail

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