Email templates

You can now create simple email templates to be used when sending an email to a Contact or Company from Upvise.

To create an email template: goto the Contacts web app Options menu / Email Templates tab. Click on New Template and enter:

  • a Name to reference the template
  • a default Subject for the email: this can be left blank
  • in the Message area the text of the email. You can insert pre-defined tags that will be replaced for each Contact or Company: Contact name, Company name and your Name.

To use an email template:

When you tap on a Contact or Company email, on your mobile or in your web account, a popup will display with the option to choose a Blank Email or one of the email templates you have created.

 

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One thought on “Email templates

  1. Pingback: Email templates enhanced with Custom fields | Upvise Blog

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