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December 14, 2023
Question

How do i create and save for later use various form styles for one company? i have tried but every time i save a new form style it edits the existing one?

  • December 14, 2023
  • 1 reply
  • 0 views
i need these especially for invoicing and urgently as invoices are due to go out

1 reply

December 14, 2023

Hello there, trustforce.

I want to ensure that I provide accurate information regarding your concern. However, I need more details to proceed. Can you specify the specific information you're trying to edit when creating a new template?

Are you referring to the Message to Customer field? If not, could you provide details about the specific information that also modifies the existing template?

Looking forward to hearing you again. I'll be around to help.