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Emailing a Client

You can create and send an email right from the Client's page. 

Press Email

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This brings up a new window where you can enter your email details and the contents of the email. 

You are able to:

  • Select the From email address
  • Change the recipient email 
  • Select an email signature
  • Select a different Ad hoc email template
  • CC and BCC an email address
  • Add an attachment
  • Save the email as a template with the dropdown arrow next to the Send button 

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