create new ticket
check ticket statusDefault Documents
Step Action
1. From the Customer edit modal, select {Communications Defaults} on the right-hand side of
screen to auto scroll to Communication Defaults section.
2. Complete the fields by selecting an option for each Document or Canned Email from the
drop-down.
| Type | Document | Description |
| Documents | Quote | This will be the default document when printing or emailing a quote for this customer. |
| Invoice | This will be the default document when printing or emailing an invoice for this customer. | |
| Label | This will be the default document when printing a shipping label for this customer. | |
| Packing Slip | This will be the default document when printing a packing label for this customer. | |
| Statement | This will be the default document when printing or emailing a statement for this customer. | |
| Canned Emails | General | This will be the default General canned email populated when sending an email from this customer's Contacts. |
| Login | This will be the default Login canned email populated when sending a login email to this customer's Contacts. | |
| Quote | This will be the default Login canned email populated when sending a quote email to this customer's Contacts. | |
| Proof | This will be the default Login canned email populated when sending a proof email to this customer's Contacts. | |
| Invoice | This will be the default Login canned email populated when sending a invoice email to this customer's Contacts. | |
| Shipping | This will be the default Login canned email populated when sending a shipping email to this customer's Contacts. | |
| Statement | This will be the default Statement canned email populated when sending a Statement email to this customer's Contacts. |
Notes:
- The document defaults become the first option for this customer when selecting to print or email a document. For more information, see Communications - Documents.
- The canned email defaults become the first option in the canned email drop-down. For more information, see Communications - Canned Emails.
3. Select {Save}. A pop-up window will confirm customer updated successfully.
Editing or Deleting Communication Defaults
Step Action
1. From the Customer edit modal window, select {Communications Defaults} on the
right-hand side of screen to auto-scroll to Communications Defaults section.
2. Make required changes to fields. To delete, select 'Select an Option' from the drop-down.
3. Select {Save}. A results window will pop-up to indicate the customer was updated successfully.