AroFlo lets you set client-specific email templates, email settings and print layouts.
This may be useful if you want to set a common subject line or body text in client-specific emails. It can also be used to set client-specific print layouts for your invoices or quotes.

These settings will override Print and Email Defaults in Site Administration.
Which print and email settings take priority?
1) Defaults set against an area type on the Client / Supplier / Contractor card.
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2) Defaults set against an area on the Client / Supplier / Contractor card.
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2) Defaults set against an area on the Client / Supplier / Contractor card.
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3) Defaults set against an area type in the Business Unit.
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4) Defaults set against an area in the Business Unit.
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4) Defaults set against an area in the Business Unit.
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5) Defaults set against an area type in your company.
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6) Defaults set against an area in your company.
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6) Defaults set against an area in your company.
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Set Print and Email Defaults
To set up default settings for a client:
- Go to Accounts > Clients > (Select a Client) > Client Print & Email Defaults.
- Click the relevant area on the sidebar (e.g. Quotes, Tasks, Invoices).
- Optional: Select a type using the tabs in the header, if required (e.g. Simple or Detailed Quotes, or types of Invoices).
- Set any default options as described in Print and Email Layout Defaults.