Determine Origin of an Email Sent From Transactions

Transaction records have different ways to send out an email, however, determining which Email format is used depends on where the email was created. This article shows two origins of an email and the types of format users can choose from.

1. Send email from Communications subtab of the Transaction Record
1. Navigate to Communications subtab > Messages
2. Click Email
3. Click Attachments
4. Include Transaction: Enter Checkmark
• Inline Above: Transaction will be printed in the body of the template before the text
• Inline Below: Transaction will be printed in the body of the template after the text
• Default: This will follow the Personal Preferences Settings (Home > Set Preferences > Transactions tab)
• HTML: Email will include transaction in HTML format
• PDF: Email will include transaction as PDF attachment
  
  

1. 1. 1. Send email via Actions Menu of the Record (Actions > Email)

• HTML: Email will include transaction in HTML format
• PDF: Email will include transaction as PDF attachment