Reports and forms

Entering default email subjects and messages for forms


IMPORTANT!

The Email Defaults feature allows you to enter text that will be used for the subject or message that will accompany all of the emailed sales and statements you send. A default subject and message is provided for you when you when you purchase MYOB FirstEdge, but you can change it using Email Defaults.

You can access this feature by clicking the Emails button or the Email Defaults button. (To find the Email Defaults window)

The Email Defaults window has three tabs that you can use to enter the default subjects and messages -- Sales and Statements.

For sales, you have the choice of including the transaction number in the email subject. You can enter separate subjects and messages for quotes, too.

The entries you make as your defaults can be changed for individual emails, if you wish. Simply highlight the name of the customer in the Review Sales or Review Statements Before Delivery window and edit the fields.

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