How to set a customer to receive documents in Spanish

Name: Arkon One: How to set a customer to receive documents in Spanish
Duration: 54 s
Description: How to set a customer to receive documents in Spanish. A step-by-step walkthrough of the screens, buttons and fields involved.

Next lesson: How to choose which automatic messages a customer receives →

How to set a customer to receive documents in Spanish. A step-by-step walkthrough of the screens, buttons and fields involved.

The steps, written out

Open the customer and press Edit.
Set Preferred language to Español and press Save.
For each person, open the contact and set Language (and Preferred channel) too.

Tip

The quote PDF is printed in the customer's Preferred language; messages to a contact use that contact's Language, falling back to the customer's.

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