Forum Discussion

Barney34's avatar
Barney34
Experienced User
3 years ago
Solved

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.   

     

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

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
    Contributing User
    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. 

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Level up your skills using MYOB software.

 

Find help guides and technical solutions for all MYOB products here

Explore video tutorials for our software at the MYOB Academy here

 

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.