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Email

New Member
Posts: 16
Country: China

Email

Hi,

 

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?

 

Tks

Moderator
Posts: 4,395
Country: USA

Re: Email

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.

 

How to Create a Document Template in ACT!

New Member
Posts: 16
Country: China

Re: Email

Thanks that was very helpful. Is it possible to have the Subject filled in automatically when I sent an email template? Or do I always have to type this in? 
Nickel Contributor
Posts: 241
Country: United States

Re: Email

Subjects must be entered manually.