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Hi all,
I am trying to make Email templates to insert when sending an invoice or quote etc. via Email.
I am stuck at the dear sir / dear madam / dear sir or madam header. What do you insert that the system
chooses the right one? All I can do is insert the first and surname.
Thanks in advance.
-Karl
Thanks for the answer!
How would you customize the data set of a report?
-Karl
Hi Karl,
I also had this problem in several projects but I did not found a solution which works in standard version. We always had to customize the data set of our reports to have a salutation which fits to german needs. This new field in data set of the report can be added with a word layout in email templates.
Other solution is to buy an addon to make this possible.
Would be great if this becomes standard functionality!
Hi, I have customized this function for customers before, similar to honorific field, you can set Mister, Misses, Doctor, Professor and so on in it.
This field will be displayed on customer-defined reports. . .(I'm not sure if this is available as a standard feature now.)
Hope this can give you some hints.
Thanks.
ZHU
DAnny3211 the video uses this app which is not free. it is not BC OOTB
You have two way to do that
One: user one of the field that is in customer card or contact card and is available in Quote that you have no use for it then populate it with Sir / Madam
Or change Sir / Madam to "whom it may concern" or "Dear Customer" or etc
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