Forum Discussion

JeremyH's avatar
JeremyH
Contributing User
4 months ago

Email Salutation

When sending Invoices via email from MYOB how can I automatically get the contacts salutation in the message of the email as a default?

 

 

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator

    Hi JeremyH

     

    You can customize the default email subject and message for your customer emails using email variables. These variables pull information directly from your company file, making your emails personalised and professional. You can also check the link here for more information related to setting up email defaults. If you need help setting this up or have any questions, just let me know—I'm here to assist!

     

    Best regards,

    Doreen