Emailed Trust Receipts - different templates
Would be good if we could have different template messages when emailing out trust receipts - current one is very vague and we must manually alter every one.
Bronwyn Payne
shared this idea
Hi Supporters
The Product Team are reviewing your suggestion
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Amiedel
commented
voting on the client's behalf, South Coast Realty. They want to have templates available for the Trust Receipt email, so they won't have to always edit the body message. Also, requesting to add a separate CC section and still be able to attach files.
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Jessica - Buxton
commented
Adding a vote to this. We'd love to be able to fully customise the email with branding, merge fields for names and more intuitive and informative subject and body text. Thanks!
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Penny Choyce commented
This is exactly my issue, it would be great if it could be set up by the user.
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Gemma Attlesey
commented
This has been requested to Box+Dice for years, we can template all other correspondence but not trust. Currently we have to manually copy & paste a template into B+D from elsewhere prior to sending our receipts or account summaries.
Thanks