a way for us to personalize emails and the message being sent w/the attachment
Our team does not like that when we send an email with an attachment that we created within JobNimbus; it does not give us the opportunity to personalize the message.
EX:
"Dear.....
We appreciate the opportunity to offer you this proposal...."
Also the subject is too robotic as well.
Sub: Contact #.... Document#......
Again, we would like to be able to personalize and be more formal for an intro.
CR Systems, Inc.
shared this idea
You can actually customize emails using templates. Here is a link to the article discussion email templates:
You can add in the customer’s information, the job information and most of the other fields in the system. You can add custom images and colors as well.
If you have additional questions regarding email templates, please contact support@jobnimbus.com.
Thanks,
Aaron