Hi, Just wondering if anyone can tell me how to change the email template when sending forms from re

Tess Webber
Tess Webber Member Posts: 4
edited August 2020 in Accounts Hosted
Email Template 

Comments

  • Bruce
    Bruce Member Posts: 439 Professional Partner Professional Partner
    edited August 2020
    Yes
    Go to Edit-Preferences-Send Forms
    You can alter your default text for each of the various forms that are emailed.
  • Sue_9608114
    Sue_9608114 Member Posts: 3
    edited August 2020
    Hi Tess,

    You need to be in single-user mode to make any changes (only applies if you have more than one user-licence so don't worry if this is NOT the case) and have 'Admin' role rights to adjust the forms.

    Go to Edit --> Preferences --> Send Forms --> Company Preferences TAB --> use drop box selection for various email forms to get the one you want --> adjust as desired and hit 'OK;

    Cheers,

    Sue