Applying certain templates base on customer.

Applying certain templates base on customer.

Hello everyone,

So I know we can set default templates in the customer like this:

 
So the issue we are facing right now is the following. We made templates for all communication since we are dealing with French and English customer. So if I make a sales orders the sales order and the invoice are sent in the proper language. But we can't set a template for the packing slit and also the shipping notice. 

As of right night each time we want to print we have to set the template manually to the proper language. 

So how do I assign those to a customer so each time the customer buys something he gets the exact same templates.

As of right now the only thing I can think of would be with a workflow that when a package/shipping is made we run a deluge script that looks at the customer language and set the proper template for that transaction. This would work I guess for the pdf but would it also work for the email that are being sent out as the email would go out before the rule could run.

Am I missing something else.


I see plenty of template that are being omitted as well like Customer Statement.

    Access your files securely from anywhere

        Zoho Developer Community




                                  Zoho Desk Resources

                                  • Desk Community Learning Series


                                  • Digest


                                  • Functions


                                  • Meetups


                                  • Kbase


                                  • Resources


                                  • Glossary


                                  • Desk Marketplace


                                  • MVP Corner


                                  • Word of the Day



                                      Zoho Marketing Automation
                                              • Sticky Posts

                                              • How to Add Users to your Organization in ZohoMail?

                                                A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk)  In this topic, We will be discussing on how to Add and Invite users only.  The Import options are self explanatory. ____________________________________________________________________________________________________________


                                              Manage your brands on social media



                                                    Zoho TeamInbox Resources

                                                      Zoho DataPrep Resources



                                                        Zoho CRM Plus Resources

                                                          Zoho Books Resources


                                                            Zoho Subscriptions Resources

                                                              Zoho Projects Resources


                                                                Zoho Sprints Resources


                                                                  Qntrl Resources


                                                                    Zoho Creator Resources



                                                                        Zoho Campaigns Resources


                                                                          Zoho CRM Resources

                                                                          • CRM Community Learning Series

                                                                            CRM Community Learning Series


                                                                          • Kaizen

                                                                            Kaizen

                                                                          • Functions

                                                                            Functions

                                                                          • Meetups

                                                                            Meetups

                                                                          • Kbase

                                                                            Kbase

                                                                          • Resources

                                                                            Resources

                                                                          • Digest

                                                                            Digest

                                                                          • CRM Marketplace

                                                                            CRM Marketplace

                                                                          • MVP Corner

                                                                            MVP Corner





                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now