Hello-
Where can I change the default email text on ERPNext Cloud? I’ve researched and there’s some old stuff out there and none of them worked for locating this.
For instance, when we open a sales order and go to Menu>Email. There’s some default text like Dear “Name” and that’s it. I’d like to edit this. Can you please help me?
Thank you!
Heather
In the awesome bar type the word “Standard” and then select the “Standard Replies List” form the drop down menu.
In this area you can create any number of standard replies that you may wish to use in several different situations.
Then…
When you are (for example) in the Sales Invoice area and you select to email a particular invoice, the email window will pop-up and I believe it is the second box down from the top that is for “CC, BCC, & Standard Reply”
If you click in that box you will see the “Standard Reply” box where you can select any of the Standard Replies you have created for your purpose and it will become the text of the email.
Hope this helps… 
BKM
Thanks for the reply. Yes, we’ve already done that but the sales team is complaining that they have to click that and why can’t we just edit the body of the existing email to come up automatically. I have to agree that we should be able to edit the default text for each doctype email.
Ha ha ha… Of course!!
That is what sales teams do. They are all so pampered that they want the absolute shortest possible way to do everything. If you leave them with it for a few weeks the complaining will go away because they will have found something else to occupy their very short attention span.
I have worked with dozens of sales teams in my past careers and they all have the same characteristics. All the bluster and pomp will eventually go away and they get back to focused on making more money. It’s in their DNA.
Just tell them the other choice is to go back to writing everything out on triplicate forms by hand.
BKM 
