Forum Discussion

Barney34's avatar
Barney34
Experienced User
2 years ago

Selected Forms field missing when emailing.

Hi there,   Looked all over.  Since upgrading to 2023.3 The option to choose which template I want is missing.  The 'selected form' option no longer appears when emaling.  The system automatically ...
emailingquotes
selectedforms
  • SilverS's avatar
    SilverS
    2 years ago

    Hi Barney,     hopefully you have a solution.    But if not - we just had the same problem, which is why I was searching here.   - but the problem was with only 1 staff member.   

     

    Realised that the box can be made bigger - drag on the top line.    It will show the missing form line.       

    I don't know why it was smaller as I can't make my one go smaller to wipe off the form,   it only happened on her screen.    

    Regards 

    Carol.   

     

Barney34's avatar
Barney34
Experienced User

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.

Princess_R's avatar
Princess_R
MYOB Moderator
2 years ago

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

 

  • Barney34's avatar
    Barney34
    Experienced User
    2 years ago

    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'

  • Barney34's avatar
    Barney34
    Experienced User
    2 years ago

    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.

    • Celia_B's avatar
      Celia_B
      MYOB Staff
      2 years ago

      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

       

    • SilverS's avatar
      SilverS
      2 years ago

      Hi Barney,     hopefully you have a solution.    But if not - we just had the same problem, which is why I was searching here.   - but the problem was with only 1 staff member.   

       

      Realised that the box can be made bigger - drag on the top line.    It will show the missing form line.       

      I don't know why it was smaller as I can't make my one go smaller to wipe off the form,   it only happened on her screen.    

      Regards 

      Carol.   

       

      • Barney34's avatar
        Barney34
        Experienced User
        2 years ago

        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. 

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