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  1. Allow custom fields in email templates

    Allow the custom fields that I have created to be form fields (%___%) in email templates (and other templates too!).

    17 votes
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      0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
    • Extend Availablity of html Template Editor

      Currently the useful (but hidden) html editor for templates can only be used for Estimates and Invoices. I need to be able to create additional templates for Credit Notes and Proforma Invoices (based on a Sales Order).

      This is an urgent requirement for me.

      15 votes
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        0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
      • More Email Templates

        It would be great if we could create various email templates for Estimates, Invoices, etc.

        9 votes
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          0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
        • In Sales Order automation, Should be able to set up workflow rules to attach sales order automatically

          Customer issues a PO. We enter the PO into a Sales Order. We should be able to set up workflow rules to do the following:
          1. email confirmation to customer and attach Sales Order to email
          2. email warehouse a different sales order attachment without pricing
          3 email transportation a different sales order attachment with the information

          8 votes
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            0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
          • Create custom mail merge fields that can be linked in email templates and reminders

            To be able to create a custom field, I work in the property/real estate industry and it would be VERY useful to be able to create a custom field with the 'property address' and then be able to use this in the email templates and reminders as follows

            INV-XXX for %propertyaddress% from %companyname%

            7 votes
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              0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
            • Add a BCC to the Reminder Templates

              It would be nice to add a BCC to the reminder templates so as to email yourself without having the client see your personal email address.
              As of now you can only do a CC.

              6 votes
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                1 comment  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
              • Add the PDF to a mail teamplate

                I created an automatic workflow: when a client asks an offer, he gets a mail reminder some days before the offer expires. It's great and very useful but unfortunately there is no way to add the offer in PDF directly to the email template. It would be great if it would work because not every client has an access to the portal and/or understands that he/she has to connect to the portal to see and/or accept/decline the offer.

                5 votes
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                  0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
                • 4 votes
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                    2 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
                  • add a placeholder of the current date to include in email templates

                    I want to inform my costumer that we have checked our bank untill today and have not received the outstanding amount yet. Currently we copy the current date in every mail, would be much easier if it was included as a placeholder.

                    4 votes
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                      0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
                    • add freetext for emails not present in contacts

                      in email templates should be good to be able to put a freetext address (not a contact) in the cc or bcc field

                      3 votes
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                        0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
                      • Increase HTML characters in E-mail template

                        Currently HTML characters in E-mail templates is supporting up to 5K characters which is low if you want to design a HTML e-mail template contains logo, icons & text the average of HTML characters are 30K and zohobooks only support 5K.

                        3 votes
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                          0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
                        • GBX796BE

                          Normal

                          3 votes
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                            0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
                          • Full DKIM Support

                            My company requires DMARC Records but due to Books not having full dkim support like your Zoho Mail and Zoho Campaigns do the DMARC will fail any emails coming from zoho books.

                            2 votes
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                              0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
                            • Include items/tax placeholder in email templates

                              Please include placeholders for Items in email templates so that we can include a summary of charges in the email body itself and client can see details of items without downloading PDF invoice.

                              2 votes
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                                0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
                              • Add a check box on estimates/invoices for acceptance of terms and conditions

                                We have policies about refunds, exchange and returns and we would like to have the ability to add a check box (or the like) to an estimate/sales order/invoice to require the customer to acknowledge that they have read and accept those terms and conditions of purchase

                                2 votes
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                                  0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
                                • Do not default sender of emails on estimates, etc.

                                  Sender of email should reflect the person logged in and not require selecting an sender email address from a drop down menu.

                                  1 vote
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                                    0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Payment Thank You Note template - include link to the paid invoice

                                    When I log a payment for a client, I'd like to send them an email thanking them for their payment with a link to the paid invoice. Right now you can send a thank you note, but including a reference to the invoice paid is not possible right now. This seems like a basic feature most would want to see when sending/receiving payment confirmation. Can this be added as a placeholder option in the email template?

                                    1 vote
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                                      1 comment  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Notification for all customer one time by mail

                                      I would like to send notification to my all customer and vendors about new updates or changes through one mail only.

                                      1 vote
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                                        0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Allow payment & invoice placeholders to function in the same email template

                                        Right now, invoice placeholders (ex %InvoiceURL%) do not function in payment emails and payment placeholders (ex %PaymentDate%) do not function in invoice emails.

                                        It would be nice if a client who made a payment could visit the web version of their original invoice and see it marked "paid" from a payment thank-you email.

                                        It is confusing for a client to receive an invoice that has one appearance and then a receipt that has another appearance - they feel like they are from two distinct systems, and the experience does not feel cohesive.

                                        1 vote
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                                          0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Workflow based on customer activity

                                          The workflow automation is making life easier – so thank you for that!
                                          It would be nice to have the option of automating emails based on the customer activity. What I mean by this is that if the customer has not bought anything for i.e. 6 moths than the system can send an automated email.
                                          This would make keeping in touch with customers so much easier!
                                          Hope you can help!

                                          1 vote
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                                            0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
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