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 Templates not importing fields from Projects or Invoices 
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Joined: Thu Jul 13, 2017 7:59 am
Posts: 1
Post Templates not importing fields from Projects or Invoices
If I generate an email from an invoice, it says there is no valid project. If I generate an email from a project, it says there is no valid invoice.

Also, this is the final crucial aspect needed in order to print something like a work order. I've tried in document templates and emails, but there is no easy way to access the thumbnail URL while in the print/email request. I'm pretty clever with workarounds, but my CS staff, not so much. Any ideas?


Thu Jul 13, 2017 8:17 am
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Joined: Thu Aug 28, 2008 1:41 pm
Posts: 1311
Post Re: Templates not importing fields from Projects or Invoices
The error message that you are getting is caused because some of the fields for the template require a project and an invoice be associated with the email. To populate those click on the "Resources" tab in the send email window and select the correct resources. after they are selected then click on the "Select Email Template" button at the bottom of the window and reselect the email template again.


Fri Aug 18, 2017 8:49 am
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