Send an Email Template from the Client Profile

Use the following steps to Send an Email to a Client, choosing from the Master Templates created under Settings.

1.      From the Main Menu, select CRM and click Clients.

2.      Click in the Search field and type the client’s name, email or NDIS number then click Search.

3.      The client record displays.  Click any one of the fields to open the record.

4.      The Client Profile screen displays your selected Client.  Under Action, click on the Template of your choice.

5.      The Send Email screen displays.  Click on Send Email.

You can edit the email before it is sent for example, where the Letter may need to be sent to the parent or nominee rather than the NDIS Participant.

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