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Link a message template in a purchase/sales contact profile

You link the message template to the sales contact profile. The message template applies to all linked sales contacts.

This message template is sent along as an e-mail message with the report in PDF format.

You link message templates for OutSite or InSite in the site properties. You link message templates for reminders, account statements and payment specifications in Profit Financieel.

To link a message template to a contact profile:

  1. First add the message template if you have not already done so.
  2. Go to:
    • General / Configuration / Integration settings / Sales contact profile if you want to link a template for the sales process or an account statement for Financial.
    • General / Configuration / Integration settings / Purchase contact profile if you want to link a message template for the purchase process.
  3. Open the default profile. The default profile applies to all contacts to which you have not linked a deviating profile.

    If applicable, you can select a deviating sales or purchase contact profile.

  4. Go to the tab: Message template.

    If you want to link a message template for invoices, go to the Invoice message template tab.

  5. Select the message template for the order process part.
  6. Do this for all order process parts.
  7. Click on: OK.
  8. Repeat this for deviating profiles if you are using them.

The message template is now used automatically, for example for the E-mail and Output actions.

Next, you configure the preferred issue method for the sales and purchase contacts.

Directly to

  1. Link a message template
  2. Message template
  3. Link a message template in a purchase/sales contact profile
  4. Link a message template for reminders, account statements and payment specifications
  5. Link a message template for InSite or OutSite
  6. Link a message template for a course confirmation
  7. Link a message template to a workflow task for OutSite
  8. Link a message template for pay slips and annual statements
  9. Link a message template for report sets
  10. Link a message template for education documents

Process

Link a message template

Work area

app