Amol Loya
07/28/2025, 8:55 PMCeligo AI
07/28/2025, 8:56 PMAI generated answer (using internal Slack threads):The preference for the Include Transaction Type default for sending emails can be changed in several places: 1. User Preferences: Go to the Preferences tab for a User, under Transactions -> Printing -> Transaction Email Attachment Format. Here you can set the default format for transaction email attachments. 2. Customer Record: There is also a per customer preference on the customer record. You can create a Workflow on the Customer record to set the Field Value to PDF in the Email Preference field. This will ensure that when invoices are manually sent to customers, the format will always be PDF. 3. Role Preferences: There is a Preference under the role -- Transaction Email Attachment Format. You can set this to PDF to enforce this setting for all users assigned to that role. Please note that the Customer record preference will prevail over the User Preferences. ****** 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
07/28/2025, 8:56 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.874283671
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.850376844
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.848832488
Celigo AI
07/28/2025, 8:56 PM