Thanks for following up with the Community, Geenamc69.
You can customize your email template to prevent the vendor's contact name from showing up in emails.
Here's how:
- Access Custom Form Styles:
• Go to the File menu and select Custom Form Styles.
- Select the Form Type:
• Click the New Style button and select the form type you want to customize (e.g., Invoice, Payment).
- Edit the Email Template:
• Go to the Emails tab.
• Message to Customer - Edit the message in the "Message to Customer" box to remove any reference to the contact name and include the company name instead.
• Subject - Edit the subject line to include the company name and invoice/payment information, rather than the contact name.
• Uncheck "Use Greeting" - Uncheck the "Use Greeting" box under the Subject field to remove any default greeting that might include the contact name.
- Select Done to save your changes.
You can refer to our Create custom email templates article for detailed information on the process.
Please feel welcome to send a reply if there's any additional questions. Have an awesome Thursday!
