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Email template now show up as default in Project Quote

  • January 29, 2024
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Jr Varsity II
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Hi all, I am trying to attach the email template for the Project Quotes. Meaning when I hit send the template automatically show up. I could not do it and when I looked for the email template it set the Project Quotes screen but that screen not allow me the email the quotes. Can someone help me with it ?

Thanks

 

Best answer by dsimmerly

@trungrigshop 

Please see the article linked below this may help resolve your issue 

https://community.acumatica.com/email-processing-224/how-to-change-the-email-notification-template-used-when-sending-a-report-313

 

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dsimmerly
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  • dsimmerly
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  • January 29, 2024

@trungrigshop 

Please see the article linked below this may help resolve your issue 

https://community.acumatica.com/email-processing-224/how-to-change-the-email-notification-template-used-when-sending-a-report-313

 

Chris Hackett
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