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How can i edit the automated message lacert sends out to people when i send them and organizer etc through email?

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Level 1
last updated ‎December 06, 2019 7:36 PM

I want to add a new message that automatically attaches to emails i send out to my cleints, how can I edit/ personalize the message?

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Highlighted
Level 15
last updated ‎December 06, 2019 7:36 PM

For e-organizer - In the Organizer listing is E-Mail Letter You can edit that to your hearts desire. 

For Link - When you Invite there is a Dear [CLIENTNAME], followed by some text that you can edit to your hearts desire. 

If you send something from the Client Screen, you are presented with an e-mail and attachment. You can edit the text of that e-mail to you hearts desire before you click send. 

I know of no automated message that Lacerte sends out, only messages YOU send out through Lacerte. Please add a comment if I am missing something. 


ex-AllStar

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Highlighted
Level 15
last updated ‎December 06, 2019 7:36 PM

For e-organizer - In the Organizer listing is E-Mail Letter You can edit that to your hearts desire. 

For Link - When you Invite there is a Dear [CLIENTNAME], followed by some text that you can edit to your hearts desire. 

If you send something from the Client Screen, you are presented with an e-mail and attachment. You can edit the text of that e-mail to you hearts desire before you click send. 

I know of no automated message that Lacerte sends out, only messages YOU send out through Lacerte. Please add a comment if I am missing something. 


ex-AllStar

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