Using Email SmartLink
Requirement! You need to be an "DML User" and have a license available or be configured as a Workflow User to use this functionality to send the email and to open the Sage 300 screen. Refer to the Orchid website for details: Orchid Users
Paste / Ctrl V to copy the link to the body of the email, add other comments and Send the email.
You may get a security warming message when opening the link from Outlook . You can click "Yes" and the configured Sage 300 screen will open with the appropriate record.
If you would like to turn off this message, you need to create or edit the registry value for the "DisableHyperlinkWarning" key in the Microsoft Office folder.
Enter 1 as the value to disable the warning. Delete the key or use a value of 0 to enable the warning.
Outlook 2016: HKEY_CURRENT_USER\Software\Microsoft\Office\16.0\Common\Security
Outlook 2013: HKEY_CURRENT_USER\Software\Microsoft\Office\15.0\Common\Security
Outlook 2010: HKEY_CURRENT_USER\Software\Microsoft\Office\14.0\Common\Security
Outlook 2007: HKEY_CURRENT_USER\Software\Microsoft\Office\12.0\Common\Security
Note: If the Security key does not exist in your registry, you'll need to create it .
Right click on Security key and choose New, DWORD.
Type (or paste) DisableHyperlinkWarning as the Value name then double click on it.
Enter 1 as the Value data to disable the warning.
Please liaise with your IT Support team before amending registry settings.
The email recipient can click on the link, and open the screen with the selected record, for example AR Customer Screen for Customer 1200, Mr Ronald Black.
Note: If the user is not logged in to Sage 300, they will be prompted to logon with their usual Sage 300 credentials.
Example on the AR Customer screen
Click the Email icon to open your default Email editor.
You can paste the link to the AR Screen with customer Number 1200.
The email recipient can click on the link in the email, and open the screen with the selected record, for example AR Customer Screen for Customer 1200, Mr Ronald Black.
Requirement! The recipient needs to be setup as a "DML User" or an Extender Workflow User.
Detail Setup and Examples
1. Activate Orchid Information Manager in the Sage 300 database.
2. In I/M Options / Notes/DML/Extender Tray Setup, set "Automatically Start Notes/DML Tray" is set to Yes
If using Document Management Link
3. In the system Tray, select the Orchid I/M Tray icon and drag it on the task bar.
4. Click on the Tray icon in the task bar, select "Options"
5. Ensure "DML User" is ticked.
6. Restart Sage 300 Desktop.
The Email link functionality is now available on all Sage 300 screens.
For details, refer to Configure Tray for DML User
If using Extender and Workflow Users
Sage 300 users configured as "Workflow Users" in Extender License screen have access to Email SmartLink functionality.
Refer to details in Extender Setup . Extender License and Workflow Users