Customising an Email

Clicking the email icon opens an editable email box.
The examples below are emails to a Supplier and a Customer.

Simple boilerplate email text is provided, but this can be replaced or modified as required.

A predefined set of text variables, such as Quote Ref and Supplier Name, are provided and can be dragged and dropped into the email as required. These variables are automatically populated when the corresponding data is entered into the system as part of the normal Administration workflow.

Manipulating Email Text Variables

The text variables can be dragged and dropped into any position in the email any number of times. They can't, however, be dragged and dropped within the email. To reposition a text variable within the email, place the cursor to the right of the variable and use the keyboard backspace delete key as you would to delete any text. Then drag another instance of the variable type from the list into the new position in the email.

Claritum Knowledge Base

Customising an Email

Analytics

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