Sales: Email - Select from different email common templates
I would like to be able to select from a number of different pre-saved email templates when sending invoices. I often re-send overdue invoices to customers as a reminder - it would be nice if I could select an 'overdue invoice' template for the email when doing so, rather than needing to re-enter the message text every time I do this. The current behavior allows only one template, which I find rather restrictive. "Multiple email templates for invoices"3.1KViews15likes4CommentsJobs: Default job setup template
I am currently setting up AccountRight Premier for a construction company. Job tracking is very important! We have decided to use header jobs for each new job. We willthen attach 8 to 9detail jobs to each header job, each tracking a different cost - i.e. materials, hire, wages, contractors, etc. These 8 to 9 detail jobs will be the same for every new header job. It would be more efficient and user friendly if we have the ability touse and load a template ofthese detail jobs rather than having to create them individually each time. Thanks! "Job Details Template"