I have edited the template for Customer emails, and updated it.
When I open a customer record and click email I expect the template to load automatically, as suggested in the guide How to use email templates. But it doesn’t. I get the empty shell template
I can send the statement only if I copy and paste the email address and re-type the subject and body text.
What am I doing wrong?
That is because there is no email template for sending customer definitions themselves. There are only email templates for various transactions and reports, as listed in the Guide. So the template you have defined is for some particular transaction type (I can’t tell which from your screen shot). What you are sending is not a customer statement.
Thanks for your prompt reply.
Indeed if I initiate an email from Customer Statement reports it all functions as you described. So no problem with Manager.
So maybe add this issue to a wishlist?
What I am trying to do is send a Customer report opened by clicking view beside a name in the customer’s list. This is a record I have developed using custom fields that tracks the number of instances of pre-paid services each customer has.
So maybe there’s a way to create a generic email template that could be associated with anything else not in the list of transaction templates? It would need to grab the email address of the open record, drop in the subject and body text, and attach the pdf of the record on the screen. I understand this isn’t strictly in the accounting realm, and not easy coding I’m sure, but it would be very useful to many Manager devotees in the running of their businesses.
I think you are misunderstanding the purpose of the screen you were looking at. It is not a record of anything. It is just the definition of a subsidiary ledger underneath accounts receivable. You have added a bunch of custom fields that the program treats as extraneous text. So you don’t have a transaction to email to the customer.
