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How do I set email defaults on a transaction?

edited Apr 13, 2020 1:22AM in Ask A Guru 4 comments

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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