Aly
10/09/2024, 12:11 PMCeligo AI
10/09/2024, 12:11 PMAI generated answer (using internal Slack threads):To include an email template on a customer statement template, you need to customize the PDF template in the statement that's attached when sending an email to a Customer. Here are the steps: 1. Navigate to Customization > Transaction Forms > Statement. 2. Identify the default Form being used. 3. On that form, check the layout (Basic or Advanced) in use. To customize the email that is sent when sending a Statement from the Generate Statements page, you need to look at the system email templates. Here are the steps: 1. Navigate to Setup > Company > Email Templates. 2. Here you can customize the system-generated templates. If you have a scheduled workflow that sends out a customer statement as an attachment and you want to change the template for the statement it is sending out, you need to ensure that the preferred template is set correctly. The workflow will use the preferred template each time. If it is not using the preferred template, check your preferred statement transaction form and ensure that the email template matches the same print template you have assigned. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
10/09/2024, 12:11 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.853779137
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.84658
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.845937431
Celigo AI
10/09/2024, 12:11 PM