RE: Changing the Standard Transaction Email template to Custom Template

Good Day.  While sending customer statements using the “Generate Statement” function, I am trying to change the default standard transaction email template when sending Customer Statements to a customized email template, how can this be done?

Randal Rookie Asked on July 20, 2021 in Administration.
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1 Answers

You should be able to find the email template under Documents > Templates > E-mail Templates.

Once customised, you can associated the template with a customised Statement form (Customization > Forms > Transaction Forms).

And either set this to default or select it when on the Generate Statements page.

Intermediate Answered on July 22, 2021.

Thanks.  I am able to get customize and send out the actual subsidiary PDF template for the correct subsidiary.  I am having trouble with customizing the actual email message.  I am not seeing an option to select the customized message.

I have set the custom message as the default but the “Generate Statement” page still uses the standard email transaction template message in the email.  Any advice would be appreciated.

on July 22, 2021.
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