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Read on for the latest updates including:
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• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
How do I set email defaults on a transaction?
I am currently working on quotes, but this same issue applies with other transactions also.
When I create my Advanced PDF template and Transaction Form, I specify the Advanced PDF template to use (for both printing and email), and then the Email Message template:
The Print and Email template (the PDF) work fine every time, but the Email message template seems to have no effect.
If I use the Email button in the Communications tab, or the Email option from the Actions drop down, I always get the 'NetSuite generic' email template:
I can select the Template manually, but I shouldn't have to do that every time
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