Switching between Name or Print Name on Email Subject

1 minute read
August 13, 2021

1.21.210813

Sending Email with the Preferred Customer Name

Users can set up a name, which can be an abbreviation of the full company name, and a print name for a specific trade partner.

To make the email subject even clearer when sending documents, you can choose to show either the Name or the Print Name of the customer using the new dropdown menu beside the customer radio button.

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