Okay, let me clarify some things. You can use summary templates as the e-mail template, but the custom e-mail thing in the advanced tab is something different. The custom e-mail notifications are a layer above the template system, so you can use a summary template within your custom e-mail, along with other things, but not vice versa. I apologize that it is a bit confusing.
I’ll try to answer the rest of your questions:
-(get the person’s name) The way to access any of the submission data is via the nickname of the form element, which you can assign under ‘form extra’. If an element has the nickname ‘first-name’, you would put [item first-name] in the custom e-mail box, and fm_summary_get_item_label('first-name') in the summary template.
-(save the custom template) This might be a bug. You should not save the file as ‘fm-summary-multi.php’, since that is one of the default templates and will be replaced every time you update. If you can’t save the file as something else then this is a bug. How are you saving/uploading the file, and who is your host?
-(different e-mails per form) You can use the custom e-mail notifications to do this. You probably read this already. The custom e-mails are stored per template, and you can ‘stack’ them, so you can have more than one of these per form (as long as each has their own @start and @end)
-(just a summary e-mailed to you) If you stack the custom e-mail notifications you can put yourself as the recipient of a simpler e-mail, in addition to the e-mail that goes out to whoever else.
-(add a pdf) This is not something that can be done. Sorry 🙁 this has been asked for before, so its on the list.
Let me know how this works for you.
Thank you for all of your help!
-(save the custom template) My host is Host Monster. I am editing them under plugins/editor. It doesn’t give me a way to save as something else. Is there a different way to do this?
-(add a pdf) Is there a way to attach any files?
For saving, you have to save a new file. I’m not sure if you can do that directly within WordPress. You will need to use FTP. Monster should tell you how to put files on your server via FTP, and a good FTP program is FireFTP for FireFox.
Unfortunately there isn’t a way to attach PDF or other file types to the e-mails.
