Customized email not showing in email drop-down on client summary page

[rodolphe]

Howdy,

 

I've created an email template which isn't appearing in the drop-down email. How do I select which email templates are displayed in this template please?

[brian!]

when creating the email template, what type (e.g General, Product, Domain, Invoice) did you assign to it?

 

e.g if you want to use a template with a product, then the only ones available are those assigned to the product email templates.

[rodolphe]

Sorry for the lat reply!

 

I've created a few templates, in Product Messages and Invoice Messages.

 

Generally speaking though, even the system-supplied emails do not appear in the main drop-down on the "Summary" client tab. So how do I customize that drop-down?

[brian!]

I've created a few templates, in Product Messages and Invoice Messages.

 

Generally speaking though, even the system-supplied emails do not appear in the main drop-down on the "Summary" client tab. So how do I customize that drop-down?

the drop-down in the "Summary" client only shows the "General" email templates - both system-supplied and your custom ones...

 

Product emails can be sent from the "Products/Services" tab in the clients profile (drop-down at the bottom of the page); similarly, Invoice emails can be sent from the "Invoices" tab when you view an invoice.

 

any custom templates you've written should be available to send from the drop-downs in those sections.

[rodolphe]

Oh.

 

Well now I feel quite stupid.

 

Thanks for the answer!