FAQ's

How do I create an Email, SMS or Letter template?
You can create an Email, SMS or Letter template in the Web Portal > Settings cog > Email and SMS > Templates.  Templates can be used in the CRM...
Wed, 27 Jul, 2022 at 4:18 PM
How do I edit / delete a Template?
To edit / delete templates in your account Web Portal > Settings cog > Email and SMS > templates and select the template from the drop down box tha...
Wed, 20 Jul, 2022 at 3:33 AM
How do I add Placeholder information to my Templates?
To add Placeholder information to your Templates, press Ctrl + Space to view placeholder options then choose the ones you wish to add to your templates.  ...
Wed, 20 Jul, 2022 at 3:33 AM