02-16-2012 11:20 AM
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?
02-16-2012 02:32 PM
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...