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Confimration Email

New Member
Posts: 3
Country: USA

Confimration Email

I am using ACT Pro 2012, and would like to know if there is a way to modify the Confirmation Email Template that is generated when an appointment is made.  I know you can modify it after it is generated in Outlook, but is there a way to change the tamplate before the email is generated?

Bronze Super Contributor
Posts: 1,679
Country: Australia

Re: Confimration Email

That's a great question!

I've wondered this, but have never had the time to check this out myself.

One of the things I'm not keen on is that the template contains a screensnippet of your outlook calendar, this actually means that it's possible for a client to see who else your meeting with, and while is often isn't a problem, I can imagine it would be at times.

I'm looking forward to seeing if anyone has an answer for this...

Ben.

New Member
Posts: 3
Country: USA

Re: Confimration Email

Thanks for telling me I'm not nuts.  Let's hope there is a solution.

 

Scott

Bronze Super Contributor
Posts: 1,679
Country: Australia

Re: Confimration Email

New Member
Posts: 3
Country: USA

Re: Confimration Email

Thanks anyway.  Maybe they should think about it considering this feature does not allow you to add a customized signature, which would be nice.