How do I choose which fields to send to which clients?

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    john_winder
    Asked on April 27, 2019 at 12:07 AM

    I am making a form for less than 10 clients to use for creating jobsheets for a flooring contracting business. Most of these jobs, I calculate the invoice but one of the clients tells me the price to charge. I would like to be able to send a confirmation of the job once booked to the client and the actual customer. 

    Can I send a confirmation email back to Client with all the info and another to the customer with that information removed?

     

    Thanks

     

     

    I dont think this is the answer I need.

     

    One of my clients will fill out this form with some price information.

    I would like the whole document emailed to me and him, but also a copy sent to the end user but this email should be without the price info.

    Can this be done?

     

  • Profile Image
    Kiran
    Answered on April 27, 2019 at 03:08 AM

    I understand that you want to send a different email with only some fields information on the form. If so, you may consider customizing the email template that needs to be sent to the user as per your requirement. Please refer to the guide below that can help you with this.

    https://www.jotform.com/help/430-How-to-Edit-the-Email-Template-for-Notifications-and-Autoresponders

    Hope this information helps! Let us know if you are referring something different. We will be happy to help. 

  • Profile Image
    john_winder
    Answered on April 28, 2019 at 04:11 AM

    I dont think this is the answer I need.


    One of my clients will fill out this form with some price information.

    I would like the whole document emailed to me and him, but also a copy sent to the end user but this email should be without the price info.

    Can this be done?


  • Profile Image
    Victoria_K
    Answered on April 28, 2019 at 04:27 AM

    Yes, you can create multiple different email templates and send them to different recipients. Please review this guide: Send-Notifications-to-Multiple-Recipients

    We will be glad to assist if you need more help, just let us know.