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Email Template when sending quotes or invoices

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Posted on by Lookingforawiseperson

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

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MahGah 15,529 on at

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RE: Email Template when sending quotes or invoices

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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DAnny3211 11,397 on at

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RE: Email Template when sending quotes or invoices

hi

look this

usedynamics.com/.../

Daniele

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MahGah 15,529 on at

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RE: Email Template when sending quotes or invoices

DAnny3211 the video uses this app which is not free. it is not BC OOTB

appsource.microsoft.com/.../PUBID.abakion|AID.document_handling|PAPPID.8481ebd7-8c18-481c-8783-1076335a8b92

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YUN ZHU 95,307 Super User 2025 Season 2 on at

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RE: Email Template when sending quotes or invoices

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

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TK8782 18 on at

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RE: Email Template when sending quotes or invoices

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!

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Lookingforawiseperson 55 on at

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RE: Email Template when sending quotes or invoices

Thanks for the answer!

How would you customize the data set of a report?

-Karl

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