We have set up email templates for each of our sales team members. So the salesperson creates emails to customers he / she starts in the CRM module and the customer can see by the signature block in the email template who send the email. We have a new salesperson and I cannot find where in Acumatica we set these up. Can someone direct me to where in Acumatica I set up email templates for a user?
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Email Template for a user
Best answer by meganfriesen37
It has to be done by the user, under the “My Profile” option in the top right corner under “Email Settings.” It doesn’t seem like this is available to edit while on the “Users” screen as an admin.
+12It has to be done by the user, under the “My Profile” option in the top right corner under “Email Settings.” It doesn’t seem like this is available to edit while on the “Users” screen as an admin.
Megan Friesen, Contego Software Solutions, Canada
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