Contact Details

Question asked by Kelly Ritchie 7 years ago

Please Help

Is there a way that when logging into Clearbooks under my account I can have set my email address and signature?

Can each log in for a company have their own contact details set

Many Thanks

1 Reply

Theolonious Brady

328 entries

Hi Kelly,

It is possible to customise the email formats and signature by heading to Contacts > Emails >Email Templates.

In relation to each login having their own contact details incorporated, that is not currently possible as it is a global setting.

Thanks, Theo

7 years ago

Reply to this post