AroFlo lets you set client-specific email templates, email settings and print layouts.
This may be useful if you want to set a common subject line or body text in client-specific emails. It can also be used to set client-specific print layouts for your invoices or quotes.
These settings will override Print and Email Defaults in Site Administration.
Which print and email settings take priority?
Defaults set against a Client / Supplier / Contractor
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1) Defaults set against an area type on the Client / Supplier / Contractor card.
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2) Defaults set against an area on the Client / Supplier / Contractor card.
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2) Defaults set against an area on the Client / Supplier / Contractor card.
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Defaults set against a Business Unit (BU)
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3) Defaults set against an area type in the Business Unit.
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4) Defaults set against an area in the Business Unit.
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4) Defaults set against an area in the Business Unit.
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Defaults set against the Company (Top level BU)
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5) Defaults set against an area type in your company.
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6) Defaults set against an area in your company.
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6) Defaults set against an area in your company.
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Set Print and Email Defaults
To set up default settings for a client:
- Go to Accounts > Clients > (Select a Client) > Client Print & Email Defaults.
- Click the relevant area on the sidebar (e.g. Quotes, Tasks, Invoices).
- Optional: Select a type using the tabs in the header, if required (e.g. Simple or Detailed Quotes, or types of Invoices).
- Set any default options as described in Print and Email Layout Defaults.