For *Avalara Certcapture users*– is anyone using t...
# accounting
j
For *Avalara Certcapture users*– is anyone using the "Add Exemption" button on the Netsuite customer record to email the customer a request for their exemption certificate? I'm trying to figure out how to get that button to email a customized certcapture email template. It seems to only send the standard certcapture email.
p
Yes i use that button. I dont think there is a way to select the template so i just customized the default to work.
one note, I noticed recently using this button no longer defines the customers exposure zone. so the customer has to set the zone them self when filling out the paper work.
j
Thank you, @Pete Kastner! I'll plan on overriding the default as well.