Tuesday, June 11, 2019

Change Subject of Transaction Emails via Transaction > Communication/Messages tab > Email button

The Subject for emailed Transactions using "To Be Emailed" is defaulting to "Company Name: Form Title {number}". The Company Name and the Form Title is sourced in the Transaction Form > Printing Fields tab > Header subtab:

  • Company Name
  • Form Title
Users can rename the Company Name field and Form Title, which changes only the Email Subject using when using the To Be Emailed function. More information regarding this can be found in the following articles:

  • SA Article ID: 30117 - Ability to change the subject of Sales Order confirmation email
  • SA Article ID: 34724 - Change the "YYYY" part of "Company Name: YYYY SO#" Subject of Emails send via "To Be Emailed" checkbox from Transactions > Communication subtab.
If users would like to send email using the Transaction > Communication/Messages tab > Email button, the subject Company Name is sourced from Setup > Company > Company Information details.

Note: Enhancement request filed for this.
  • Enhancement #137955, which requests the ability to customize subject/title of the transaction

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