User Specific Email Templates

In a business setting, sending sales records and related dockets via email is a common practice. To streamline this process and ensure consistency in communication, you can utilize email templates. These templates can be set up globally as a default option or customized for individual users based on their preferences and needs.

To assign email templates for sales records, follow these steps:

1. Access the main menu by navigating to Setup > Preferences > Users.

2. Select the user for whom you want to set up an email template by clicking on their profile to edit their basic details.

3. Choose an appropriate email template from the Email Template dropdown menu.

4. Save the changes by clicking on Save Changes.

By following these steps, you can ensure that each user has a personalized email template that aligns with the company's branding and communication standards. This customization allows for a more professional and consistent approach when sending out sales records and related documents via email.