User Specific Email Templates

When emailing sales records and related dockets, you can set up a global default email template (set up via Setup > Preferences > Email Templates & Settings), or each user can optionally have their own custom email template that is personalised for them.

Assigning the template

1. From the main menu strip at the top, go to Setup > Preferences > Users.

2. Click a user to edit their basic details.

3. Select an email template for this user from the Email Template dropdown.

4. Click Save Changes.