Overview | Email, SMS and Letter Templates
Templates can be used through the Web Portal and the App as starting point for a new email / SMS / Letter through the CRM in Formitize. When you open a...
Thu, 27 Jun, 2024 at 1:46 PM
Templates can be used to send SMS' and Emails in the App when in a Job, Invoice and Quote by swiping right on the job or invoice and selecting SMS or Em...
Tue, 2 Jul, 2024 at 10:45 AM
Formitize has a spam filter in place, which will stop an email from sending if the filter comes across something in the email message that has a high chance...
Tue, 30 Jan, 2024 at 3:34 PM
When creating or editing an email template, when you select the content area there are additional controls for formatting available. Selecting the...
Tue, 26 Mar, 2024 at 2:05 PM