Setting To Automatically Attach Certain Attachment Types on Email Templates
When you create an email template, give the ability to automatically have the related job/contact attachment type attach to it without having to manually attach it once template created.
Seyed Hossein Demneh commented
It's a brilliant idea. I want to send automated follow-up emails to my clients, after sending them the estimate. It would be much better if I can attach the estimate again to the emails as most of the client after receiving a follow-up email will not go back to their inbox to search for the estimate we had sent them before.
Rae Boyce commented
Bumping this - it seems like it would not be a difficult feature to add and it would absolutely streamline our customer experience process.
Chris Hawkins commented
This is a must as I love the e-mail template feature. I always have to go and add three additional (every client receives) attachments. Having them as part of the template would increase accuracy in information sent, eliminate redundant e-mails as something was left out (could potentially impact credibility), and allow us to work smarter not harder.