When emailing a customer a copy of a transaction (...
# administration
t
When emailing a customer a copy of a transaction (like a Sales Order) and you go to the "Attachments" tab in the Email pop-up and select the 'Default' option under "Type" - where/how is that default determined? I'm having an issue where it is defaulting to HTML type, when it needs to default to PDF.
Nevermind, I found it - the option is under the Preferences tab for a User, under Transactions -> Printing -> Transaction Email Attachment Format
s
set it up in preference>transactions
t
Yep, found that at the same time! Thanks @Sam-I-Am
m
There's also a per customer preference on the customer record. I think the order of priorities is actual email, then customer, then user.