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"Order Confirmation" E-Mail Message

Posted on by 3,482

Hi:

By default, the e-mail message that is sent to customers along with the Sales Order Confirmation PDF begins with "Dear company name" instead of "Dear Mary" or whatever the first name of the contact is.

How can this message be modified to pull the first name, instead of the company name?

Thanks!

John

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  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,333 Super User 2024 Season 2 on at
    RE: "Order Confirmation" E-Mail Message

    Hi, I checked the standard code.

    GreetingText = Hello

    pastedimage1679535968544v1.png

    pastedimage1679535990152v2.png

    pastedimage1679536012791v3.png

    CustomerAddress1 = Customer Name

    pastedimage1679536063812v5.png

    pastedimage1679536048739v4.png

    But there is no first name in the standard DataItem, you need to use Report Extension to add it first, and then update the Layout file.

    pastedimage1679536257863v6.png

    And more details about Word Template

    https://yzhums.com/12509/

    Hope this helps as well.

    Thanks.

    ZHU

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: "Order Confirmation" E-Mail Message

    You can customize through word layout what will be the text in the e-mail, Then you can do that without coding.

    learn.microsoft.com/.../send-mail-entities-using-word-templates-as-body-or-attachment

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