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How to set EMAIL MESSAGE TEMPLATE?

edited Jun 2, 2025 2:31PM in Ask A Guru 4 comments

I have a pre-created email template specified in the EMAIL MESSAGE TEMPLATE field of the Custom Transaction form, but when I try to send an email from the transaction, the "TEMPLATE" is not set to anything. Why is this?


Do I have to specify "TEMPLATE" on this screen every time?


If so, what is the purpose of setting the EMAIL MESSAGE TEMPLATE in the Custom Transaction form?


I would like the "TEMPLATE" to be set automatically when sending an email from a transaction.


thanks

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