Email heading
  • Vikki
    Email heading

    by Vikki » Wed Mar 15, 2017 10:38 am

    How do I set the default email heading for invoices?
  • COBS Tech Support
    Posts:683
    Joined:Fri Sep 09, 2005 8:23 am

    by COBS Tech Support » Wed Mar 15, 2017 10:39 am

    To set the default email subject heading, go into the Customisation area, then Install Settings, then Communication (Email).

    Then press the Electronic Document Exchange button.

    Where you see "Subject "Heading" enter what you want to display here by default, i.e., Your Business Name.

    Then press Save.

    This is the area that controls what gets used as the subject heading when sending forms (statements, invoices, etc.)

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