Edit default templates for emails & SMS (invoices, etc)
under review
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Jo-Anne Woodman
I know we can create our own templates in Emails, but it would be great to be able to edit or set what the defaults are (rather than recreating completely from scratch).
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Brac Wardlaw
Please include the receipt templates in this review as well.
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Robert Diaz
The system generates over a dozen email notifications just from the Estimates & Invoices (not counting email reviews and more). Although we can edit these, we literally have to create over a dozen custom email templates which is a nightmare!!!
The logical thing to do is to allow us to create a MASTER email template for the account to be used on all these notifications. While the content would change dynamically, the design will remain. See this video explanation https://recordings.xtremewebsites.com/Kou8b1BK
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Jose Segura Romero
Is not possible to review this? we have also another problem with recurring templates:
I select only sending by email, but send also the SMS and always in english, because is not possible to edit the defaults templates for sms.
Please review this.
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Iver Aune
Nice one! Would love this!
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Sales & Marketing
under review
Capability to edit default/ system generated emails is now being considered.
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Keith Besherse
Sales & Marketing, thank you.
All the default notification emails need to be edited.
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Marvin Eckert
Wow! Such a basic function. Im not even ebale to disable the SMS Invoice Reminders? Please give option to disable / edit all invoice related templates!
Cedric Janssens
Would be excellent, definitely!
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William Ralfe
100% this needs to be added, if we don't have this it literally makes the whitelabel fucntion pointless
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Damian Surr
I find it repeatedly frustrating that we can't just edit the 'Default' emails for things.
Everything from appointments to invoices. From documents to payments.
There are so many 'Default' emails that get sent out.
They all look pretty ugly, so they all need to be rebuilt from scratch.
They must 'exist' somewhere! Why do we have to reinvent the wheel?
Would it be so hard for all of those default emails to exist in emails>templates, so that we can simply edit them to look right for our brand and logo?
It would save so much time!
There are the new account login details emails too. Basically, everything that gets sent out. Let us edit them!