Resolve Error: “Please Specify an Email Address to Send to” When Creating Transactions Even if To Be E-Mailed Is Not Shown and Not Mandatory

Scenario

User receives error: “Please specify an email address to send to”, when creating transactions even if To Be E-mailed is not shown and not mandatory.

1. Navigate to Lists > Relationships > Customers
2. Click View by particular Customer
3. Email: Email is not defined, the field is blank
4. Click on plus icon to create a new transaction
   Example: Click Invoice
5. Fill in the form and mandatory details
6. Click Communication tab
7. Click Messages subtab
8. To Be E-mailed: This field is hidden (and not mandatory)on this preferred Transaction Form
9. Click Save
10. Error: “Please specify an email address to send to”.

Solution

This occurs if the Send Transactions Via Email preference is enabled on the Customer record while at the same time no customer’s email address is defined. To override the error pointing out to the missing email address, you must disable this preference.

1. Navigate to Lists > Relationships > Customers
2. Click View by particular Customer
3. Click Preferences tab
4. Send Transactions Via:
   • Email: Clear Checkmark to be able to save transactions for customers without Email address on their record
5. Click Save