when we emailed invoices the "Dear, " would be automatically populated with the customer's name and it no longer does this. I remember seeing something about customizing emails. Is that still in the works?Email Text For Invoices?
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dandsautoandtruck
- 25 Club: Starting Contributor
- Posts: 33
- Joined: Wed Dec 02, 2015 9:31 am
Email Text For Invoices?
Before the current update (7.2. when we emailed invoices the "Dear, " would be automatically populated with the customer's name and it no longer does this. I remember seeing something about customizing emails. Is that still in the works?
when we emailed invoices the "Dear, " would be automatically populated with the customer's name and it no longer does this. I remember seeing something about customizing emails. Is that still in the works?
Re: Email Text For Invoices?
Since you have 7.2, you have the ability to customize your email templates however you'd like. Go to File > Print Setup. In the bottom left of that window, you'll see an email template editor. Templates can be made different for each option there (e.g., Estimate, RO, Invoice) so make certain you select which item you'd like to edit the template for before going into the editor.
M1 Product Manager
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dandsautoandtruck
- 25 Club: Starting Contributor
- Posts: 33
- Joined: Wed Dec 02, 2015 9:31 am
Re: Email Text For Invoices?
Thanks