How do I create form eMails
Emails may be sent from from Engage, the Customer, Event's Bride's, Groom's & Member's Contact Info sections. Also from the customer receipt / ledger, Issue PO and PO edit form.
Users sending the Emails will be presented with a editor where they can enter the content to be sent. It is a WYSIWYG HTML editor. eMail Templates may be created and saved to be used over and over again to save time creating content of the messages to be sent. Once the eMail content is entered, clicking the Send Email link will send the message. Sending emails from a customer's ticket or from the PO maintenance forms will automatically attach the ticket or PO to the email sent.
eMails sent are logged/stored with each Customer within the Customer Form allowing users to access the eMail History from the email editor.
This feature will show past emails sent including date and content.
Email content templates may be created within the Messages menu option.