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Hey Ben, I have moved the character function and also the retrive value from table actions before the "send email" action, it still isnt replacing the merging field. Im not sure why its not working, is there something wrong with the settings?
thanks Ben.
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the emails are still showing Users.EmailSignature,
so first I have added the "retrieve value from table" action and then added the "Character Function" to the "Properties for 'Save & Email'" step 2 of 3: Button Actions
I am unsure of how to add images to this post but I have sent you an ...
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Hey Ben, what do you mean by "replacing the merge field for Users.EmailSignature." ?
Do I type in Users.EmailSignature at the end of the email template or something else? because Users.EmailSignature is not working.
thanks.
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Thanks Ben, creating a linked field seems to the fix the problem. And one more question, which character function would I need to add in order to dislpay a users email signature on the email template?
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Hey Ben, So I figured out the character function problem but now I am having trouble grabbing the correct information from the table. So what I am trying to do is create a custom email template for Estimates, so that when one of our staff creates a Estitamte, this will also generate a PDF report which can be emailed to ...
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I am trying to display the customers first name in a email but Customer.FirstName does not populate the correct value of the customer but instead leaves it as "Customer.FirstName" in the email, what am I doing wrong?
also where can i find "character function" screen?
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