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CYBER MONDAY SALE 70% OFF QuickBooks for 3 months* Ends 12/5
Buy nowHey EH. I can create as many templates as I want and they can all say different things So you should be able to as well.
What I can not do because the system can't do it, is have different contacts get the different templates. So if I make a Packing Slip template to go to shipping and the Sales Rep it goes to a fixed list of recipients. The owner, the AP clerk, shipping dept, etc. Or I have to remember to add and delete the recipients for each customer depending on who wants to see what.