Selected Forms field missing when emailing.

Hi Barney34,

Thanks for posting. 

Generally, when sending emails we use the default form.  The default invoice email form you use could be edited from the window of sending invoices. Here is the Help Article Print or email sales where you could locate that option. 

If you need further assistance or have any other questions feel free to reply to this thread. 

Cheers, 

Genreve.

I'm sorry but that is not a solution.  You are tellling me what has always been available eg: default form.  I thought my post was quite clear but maybe not.  I've been using MYOB since 2000.  My question was 'why has the option to select the desired form now missing when emailing'?  I know how to work around it, but the time it now takes is onerous.  In my opinion this updated version has taken a step backward, not forward.

Hi Barney34 

Thank you for the reply. As for the option " selecting desired form" when emailing, this feature or option is not removed and is included in the email screen. Kindly see the sample screenshot below: 

Additionally, please clear the AccountRight cache. If we're not seeing the same page please do let me know so that I can investigate further.

Please feel free to post again I'm happy to assist.

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Cheers,

Princess

Thank you but I cannot see the highlighted yellow field on my screen.  When I click on your link to clear the Accountright cache i get the message 'access denied'

I have now managed to clear the cache after searching all over for the steps.  Confusing as versions 2021.1 and after are not visible (eg: V2023.4.0) They are now plonked under 'current'.  Having completed clearing cache and closing and opening date file twice, there is NO change.  Very frustrating waiting for replies and still not working.

HI Barney34 

Thank you for your post. And I am sorry for late reply. 

Once you've designed and saved a form template, you can make it the default template to use when printing or emailing forms. You can check this Help Article: Set the default forms to use when emailing. This contains the process on how you set your template as a default forms. 

If further assistance is needed. Feel free to post again. We'll be happy to assist you. 

If my response has answered your inquiry please click "Accept as Solution" to assist other users find this information.

Cheers, 

Cel

Thanks for your help.  Got nothing from support.  Really? This service is not good at all.  I dragged down the bottom line on the box and hey, it worked!  Should not have to go there.