01-18-2009 07:00 PM
I am very new to Act and just getting used to the email system.
Now I send a lot of standard emails to clients, is there somewhere I can store set templates of emails?
Also when I email a client is it possible that the name is entered automatically at the top of the email rather than me having to type in every time?
01-21-2009 07:12 AM
Yes, you will need to create the templates from ACT!. You can customize the template to pull information from certain fields so you don't have to manually type in the contacts info.