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Posted by Richard on June 10, 2007, 10:29 pm
Please log in for more thread options In his posting of Fri, 8 Jun 2007, Richard writes
>In his posting of Mon, 4 Jun 2007, RRR writes
>>Hi there -
>>
>>I am using Premier 06, and when I am on the Invoice screen and I
>>choose the Send button on the top, and then Email, a screen with the
>>email and template pop up. To the right of the screen, there is a
>>button that says Edit Default Text. When I press that, it tells me I
>>need to be in Single USer Mode but it looks like it will take me to
>>edit the text.
>>
>>Also, make sure you are the administrator too. That always helps when
>>changing settings. Let me know if that works,
>>
>
>Many thanks for trying to help me. Unfortunately it would appear that
>2006 Regular is rather different as I cannot see what you are seeing.
>
>Perhaps I have not made myself clear so I will try again. I complete
>an invoice or a sales receipt and want to e-mail it to a
>customer...fine it converts it to a pdf and attaches it to an e-mail.
>Now that e-mail carries a message which I composed which is used each
>time. I want to be able to make a new selectable message or alter the
>first one I wrote. I also had the option to alter how it made the
>greeting it put at the start of the e-mail. If the invoice was to Fred
>it would pick up the word Fred and the greeting could be Dear Fred.
>Both these features were available from within QB 2006 Regular but I
>cannot find any reference to them in the help files. Perhaps nobody
>here has used this facility<G>
>
>Thanks if anyone can help me.
OK Guys
From the lack of response I very much doubt if anyone is interested in
knowing the answer<G> However if you are and BTW it is a very useful
facility for anyone sending invoices or sales receipts as pdf email
docs. to customers. Go to preferences-send forms-use the company
preferences tab and do the necessary there.
Hope this helps someone.
Cheers
--
Richard
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