You have the option to set a default email subject and body when sending emails. This will save you a tremendous amount of time if you plan to send email alerts for jobs, work order, estimates, and invoices. To select the default settings follow these steps:
Step 1) Click the gear icon in the upper right corner then select Email Settings
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Step 2) Click on one of the email types which will display the options as shown below.
- Select the settings for each email type.
- The ‘Include label’ option will include the data field label with the data field value in the email subject line.
- You will still be able to edit the email subject and body before sending any email.
- The Default Email Subject and Body settings is a global setting for all User Email Settings and Company Email Settings.
- Save the Email Settings.
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