Verification Email customisation

Question asked by Paul Green 9 years ago

Hi to all, Is there any way of sending a verification email to a client with a custom template? I've just sent one out, and short of being a billboard advert by the client's office window, I don't think it could be any more of a blatant advert for Clearbooks!

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Hi Paul,

Apologies for the delayed response.

When you say verification email, could you give an example case?

It is possible to customise email templates now, this can be achieved via; Contacts > Emails > Email Templates, then select whichever tab best applies.

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I hope this helps, Theo

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8 years ago

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