automation

I do not see the quote/invoice number in the email alerts that are sent to me. What do I do?

You can provide the quote/invoice Number or any other related fields by configuring the corresponding place holders in the Email template associated with the Email Alert.

Click on the Gear icon and select Email Templates. Select Show Email Content for any notification of your choice. In the tool bar click on Insert Placeholders option and select the appropriate placeholders.

Insert Placeholder

Alternatively, you could click on + Add New Email Template in the Email Template under Email Alerts, in the Automation tab.

Email Template Drop Down

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