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Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
How to Use a Custom Template in Sending Generated Statements
I have customized an Email Template & Advanced PDF Template to “Generate Statement”. I'm good with my Advanced PDF Template, it prints the same as expected. When I try to send an Email by Generating Statement, it sends an email using the default “Standard Transaction Email Template” (Go to Customer -> Actions -> Generate Statement -> select Form -> Actions -> Email). But, I need my Custom Email Template to be used while sending an email.
I am able to send email with the Custom Email Template while I create a new Email in the Customer (Go to Customer-> Create New -> Email-> Message Subtab -> Template -> select custom email template
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