How to set Default Email Templates?
Navigation: Settings --> Organization Settings --> Job Settings / Quotation and Invoice
Settings --> Default Job Card Email Template / Default Quote Email Template /
Default Invoice Email Template You can now easily set the
default email templates for the Jobs, Quotes, and Invoices.
Default Job Card Email Template:
1. Select the “Settings” module from the left panel, and under “General Settings,” select “Organization
Settings.”
2. Under “Configurations,” select “Job
Settings.”
Under “Job Settings,” scroll to enable/disable the default job email template option and
select the “Save
Settings” button to save the default job card email
template
Default Quote Email Template:
1. Select the “Settings” module from the
left panel, and under “General Settings,” select
“Organization
Settings."
2. Under “Configurations,” select “Quotation
and Invoice Settings.”
Under
“Quotation and Invoice Settings,” scroll to enable/disable the default quote email template option
and select the “Save Settings” button to save the default quote email template.
Default Invoice Email Template:
1. Select the “Settings” module from the left panel, and under “General Settings,” select “Organization Settings."
2. Under “Configurations,” select “Quotation
and Invoice Settings.”
Under “Quotation
and Invoice Settings,”
scroll to enable/disable the default invoice email template option and select
the “Save Settings” button
to save the default invoice email template.
With this new
feature, the users can set the predefined jobs/quotes/invoices template and
thus saves more time.
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