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 emails my client an invoice when I want it to be a quote. Yes I have prepared a quote. Using Microsoft Outlook email program. Look in sent box and the subject says 'quote' but when i open the pdf, it has been sent as an invoice. My solution was to edit the preferred printed form: option in the customer card 'selling details' tab . surely I don't have to go about this option when I then want to send an invoice? Now that would be going backwards. My question is: Why is the 'selected form' option no longer active?Solved701Views0likes8Comments