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Change titles of documents emailed to customers/suppliers

started a topic 5 months ago

Currently when we email customers/suppliers documents such as invoices the file names of attached invoice are very clunky.


ie: "EMAILShippedPaid INV-D02421 for CustomerName.pdf"


We have to use a fair few different Template Names for different sales situations and they have to be logical enough for staff to understand which one to use (ie B2B Shipped Paid / B2B Shipped to Pay DD / B2B Shipped to Pay PP etc etc) but it leads to some names on documents that I would prefer customers not to see.


I would prefer if rather that the Template Name being the start of the file name it was the file name of the document template upload ed within the template, or just start with INV / SO / PO etc.






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