Salesforce

Customer Master Forms Templates Tab

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Article

Overview

This Forms Template tab contains override email templates that are to be used for this customer. Entries in this tab override the forms templates on the SO Control record.

Navigation

Customers > Form Templates Tab

Fields
 

Form Template - Acknowledgement:  The SO Acknowledgement form template specified for the given Customer as an override to the template defined on the SO Control Record.

Form Template - Quote:  The Quote form template specified for the given Customer as an override to the template defined on the SO Control Record.

Form Template Template - Invoice:  The SO Invoice form template specified for the given Customer as an override to the template defined on the SO Control Record.

Form Template - Packing Slip:  The Packing Slip form template specified for the given Customer as an override to the template defined on the SO Control Record.


SEE ALSO


Customer Master Credit Tab
Customer Master Sales Order Defaults tab 
Customer Master Shipping Tab
Customer Master Invoicing Tab
Customer Master URL Tab
Customer Master Configurator Tab
Customer Addresses Tab
Customer Contacts Tab
Carrier by Customer Tab
Customer Commission Schedule Tab

Settings
Customer Master Forms Templates Tab
Customer-Master-Email-Templates-Tab

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