Saturday, May 4, 2019

'Save & Email' Button is Missing on Transaction Forms


The Save & Email action on forms requires email information about the recipient. If the Save & Email button is missing, make sure that the Communications tab is not hidden in the form.

To check:

1. Navigate to Customization > Forms > Transaction Forms > Edit the transaction form, or when viewing a transaction, click Customize > Customize Form in the upper-left hand of the screen.

2. Under Tabs tab, make sure the Show checkbox for Communications tab is checked.

3. Click Save.

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