PROBLEM: I receive a message that no email templates are available when I try to email a customer attachment : Solatech, Inc.

PROBLEM: I receive a message that no email templates are available when I try to email a customer attachment Print

Modified on: Wed, 11 Jul, 2018 at 9:07 AM

Summary

In order to email a customer attachment from SalesPRO, you must first have the correct type of email template setup. This article will provide instructions on that process.

Instructions

From within SalesPRO , go to the Setup tab.
Select the Email Templates icon.

Click on the New button.

In the Type drop down menu, select Employee. Note: Only "Employee" email types will show up as available templates when emailing a customer attachment.
The remainder of the fields; Group, Name and Description; can be filled in with any text you would like.

You may then type in the Subject and Body as desired.
If you would like to use the same body as another email template, simply open up that email template, highlight the text to be copied and then clicking the copy button .

Next, open up your newly created Employee template and use the Paste button to paste the text.

You can test your new template by opening up an existing Customer Attachment.

Applies To:

SalesPRO Software

Did you find it helpful? Yes No

How can we help you today?

PROBLEM: I receive a message that no email templates are available when I try to email a customer attachment Print

Summary

Instructions

Applies To:

Related Articles