How do I add the transaction number to the email alerts?
You can add transaction numbers like the quote or invoice number to the email alerts by inserting placeholders. Here’s how:
- Go to Settings in the top right corner.
- Select Email Notifications under Reminders & Notification.
- Select a module for which the email alert is set up from the Emails section.
- Click Show Mail Content.
- Click Insert Placeholders.
- Select the transaction number of the module for which the email alert is set up as the placeholder.
- Click Save.
Now, the transaction number will be added to the email alerts.