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Level 2

EZ maping in the email subject line

Can anyone tell me why my EZ maping field will not work in the email subject, I want this to show the quote number and the shipping address as I use the shipping address for the details of the project we are quoting on.

 

Below is what I have included in the email subject field but it does not show the shipping address.

 

RFQ [Quote No.] <shippingaddress>

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Moderator

EZ maping in the email subject line

It's nice to see you here, @WAFabs,

 

I want to make sure we're on the same page. Are you assigning the shipping address in the Custom Form Style window? If so, the EZ mapping won't work there.

 

EZ mapping works only for imported custom quote styles formatting. The one you see in the Custom Form Styles window is the final template that is ready for use on estimates (quotes).

 

Anything you assign there are just minor customisation on how you want the transactions to look when you create them. For changes to the Email content, specifically for the Subject line, you will need to type the actual address there manually. See this:

 

To learn more about the difference of EZ mapping and editing imported transaction styles, see the following links:

Let me know if this is what you're referring to. This discussion will remain open for any additional questions or clarifications. I'll be right here to assist you anytime. Have a good one!