Current process is that there is 1 email default per transaction type (e.g. Quotes, Projects, etc), looking to see if support can be added for Client/Supplier-specific email templates as some suppliers/clients may require different wording to others for email communications.
1 Votes
1 Comments
L
Lee Bradberyposted
4 months ago
For particular suppliers, we have set email wording that differs to other suppliers. For example, suppliers that deliver goods to site directly versus suppliers where transporters come and pick-up goods from their factory. Also, some transporters are required to use Loading Dockets when picking goods up from factories and Delivery Dockets when delivering the goods to sites. Because we are unable to include these dockets with the POs (i.e. WorkGuru doesn't allow for multiple Product tables within a single template) we have to send multiple emails to the same suppliers and adjust the subject heading and wording in the body of the email.
When emailing a PO, there is a dropdown box to select the PO template. If it was possible to have multiple email templates, it would be handy if there was a dropdown list under this one where you could also select the applicable email template.
Current process is that there is 1 email default per transaction type (e.g. Quotes, Projects, etc), looking to see if support can be added for Client/Supplier-specific email templates as some suppliers/clients may require different wording to others for email communications.
1 Votes
1 Comments
Lee Bradbery posted 4 months ago
For particular suppliers, we have set email wording that differs to other suppliers. For example, suppliers that deliver goods to site directly versus suppliers where transporters come and pick-up goods from their factory. Also, some transporters are required to use Loading Dockets when picking goods up from factories and Delivery Dockets when delivering the goods to sites. Because we are unable to include these dockets with the POs (i.e. WorkGuru doesn't allow for multiple Product tables within a single template) we have to send multiple emails to the same suppliers and adjust the subject heading and wording in the body of the email.
When emailing a PO, there is a dropdown box to select the PO template. If it was possible to have multiple email templates, it would be handy if there was a dropdown list under this one where you could also select the applicable email template.
1 Votes
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