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, make any changes required including adding or removing attachments.
6. Click on Send Email.
7. A Note will be generated containing the content of the email and attachments sent and will be stored on the Notes Table on the Client Profile.