Email templates from the main client screen "Email Client" buttom
Amanda Aparicio
I love the ability to create standardized email messages for the jobs and tasks, however I would like the ability to create email templates for clients that 98% of the verbiage is the same but we might need to add some additional information like the total amount of the payroll or amount they owe for a GST return or the amount they are receiving as a GST refund. Currently I do not see a way to do make
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Taylor
Yes we need a dropdown listing all the templates from the EMAIL CLIENT interface. Has been needed for quite some time now.
Amanda Aparicio
Taylor, could you kindly clarify? If you click
Email Client
from the project page, there's a dropdown of all the templates in the bottom right corner (see screenshot). Is that what you're looking for?