Setting Email Templates

I created an email message template for Sales Orders and selected it as the defualt Email Message Template on the SO Form.   When I try to email from a Sales Order, I still have to manually select the template from a list of many others.   Shouldn’t it default to this template?

Setting Email Templates

 

Beginner Asked on December 16, 2019 in Order Management.
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2 Answer(s)

I believe that the email template that you selected is going to be used when the email is generated by the system.  For instance, when the “Send Transactions Via:  E-mail” box is checked on the customer, the system will email the SO to the customer as soon as it is saved.  Then it will use the template.

Intermediate Answered on December 17, 2019.
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I asked a very similar question and got to the answer. It should help you too.

Is there a way to email a transaction as an attachment?

Beginner Answered on December 18, 2019.
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