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Email Templates (includes custom template)

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Customize automatic email subject line

Referencing the Project # and Not the Project Name in the email subject line is somewhat useless, since it is not immediately recognized by most parties and is only relevant to contractor. And why does it need to automatically say "communication f...
Aimee Boehm 8 months ago in Email Templates (includes custom template) 1 Future consideration

Emailing Purchase Orders to our employees

Currently you can email a purchase order to a vendor. What is lacking is the ability to be able to email the approved purchase order to our Superintendents so that they can either pick up goods or order the materials etc.
Guest 10 months ago in Email Templates (includes custom template) / Emailing and Email Templates / Purchase Orders / UI User Interface Enhancements 1 Future consideration

Template modificatons

It would be nice if there was a simple way to modify the templates, rather than only being able to adjust the email forms. Simple things like living in Canada, our address shows zip codes (usa) etc. A previous program we used had a whole template ...
Guest 7 months ago in Email Templates (includes custom template) / UI User Interface Enhancements 0 Future consideration

Default Email Template - Include Recipient Email Address

When using the default email template to send purchase orders, subcontracts, SCO's, etc. the recipient's email address is not included within the contact information or PO information (sample snip attached). The only way to get this information in...
Jessica Whyde 7 months ago in Email Templates (includes custom template) 0 Future consideration

Default Email Signature - Individual's Business Phone, not Main Company Record Phone #

Currently, the default email template populates the Business Phone number field from the generic phone number listed in the company record, rather than from the Business Phone number field listed under the individual's record, in each signature li...
Jessica Whyde 7 months ago in Companies / Contacts / Email Templates (includes custom template) 5 Future consideration