E-mail confirmation requires an extra step to select a form

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Q: We used to just click the "E-mail Confirmation" button and the E-mail showed up, ready to send. The new version 9.1 requires an extra step of selecting the E-mail Form to send.  Can we avoid this extra step?

 

A: The extra step is because there are now multiple E-mail Forms defined by default, including an Invoice, Receipt and Statement, plus the new Confirmation E-mail with Transactions.  To avoid adding yet another button in an already-crowded Transaction dialog, we changed the old "E-mail Confirmation" button to a more generic "Send E-mail Form", and let you select which form to E-mail in the next step.  (Customers who had created or imported additional E-mail forms were already seeing this.)

 

The last Form you selected will always be selected again by default so all you have to do is click one more button ("OK") to use that Form again, but perhaps you want to simplify it for your users and never need to use the other new formats.  In that case, it can be done -- if there is only one E-mail type Form enabled, it will skip the step of selecting the Form and will go right to the E-mail, as it did before (or skipping the preview if you have it configured that way).  You need to go to Maintenance / Advanced Customizations / Forms, then Edit each Form where the Form Type is "E-mail", unchecking the "Enabled" box at the top to disable it (except for the one confirmation E-mail you want to keep enabled).

 

 


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