User_X6XQM Newbie

THANK YOU, Michelle! I really appreciate your help!!!

Those worked!!!! My results were: transaction first name : user transaction last name: test2 transaction category: Earned Revenue I'm still curious why trying to pull the name from the customer record doesn't work, but honestly, I'm ALL good because I have something that works!!!! I appreciate your help SO MUCH!!!!! THANK…

I'm SO sorry I didn't think to mention NFP earlier, but we are on an NFP version. I assumed this would work the same though! I'm sorry if I made things much harder by not mentioning this!!! As far as the ID's, the Client / Donor ID is: entityid. The Name ID is: glommedname Thanks, Michelle!! Kris

Here are my results...nothing came over. Not sure why I don't even see my text that I have in the template that says "category"??? Thanks for all your continued help!!! Kris

Hi Michelle, I don't see where to change the template for a user, but I have it set in the email template to be the default template for transactions. I'll look into creating the workflow, but does setting it as the "default template" not work so it uses it as the default template? I remembered how I had set up the…

Hi Michelle, The confusion continues....I had another user go into the same sales receipt I'm testing with and check the box to email the receipt to me. Netsuite is using a different email template when she sends the email receipt, as the subject is different and it embeds the attachment in the body of the message and…

Hi Michelle, The category field I have is a custom field (see attached). I cleared cache and cookies from a different browser and retried. I got the same results. I will have to get w/ another employee to test a different login... Thanks, Michelle! Kris

Hmm...it didn't work. :-(. See attached. Could it be the version? I'm using the starter version, my home page says welcome to release 2021.1... I also created a new email template when I created this test one... Thanks for all your help, Michelle! Kris

GREAT. Thanks, Michelle! It worked to use ${transaction.entity}, even though I don't see entity in the "insert field" dropdown if field type is set to transaction. I was able to copy and paste it though from your post and it worked. When I tested name, I just chose name from the dropdown when I used transaction as the…

Michelle, this was really helpful, thank you. I had forgotten about the email preferences! I got that part to work, but have now been trying to figure out why I can't get certain fields to be added to this email. I have not been able to get customer names or other customer data to come across in the email. I can only get…