Business Suite V9 is available Now See what's new
Using the CloudOnex business suite, you can use a custom email template to send emails to your customer.
Go to the customer view page, then select the "Email" tab. Click on the "Choose from Template"
Now you can choose from your pre-made templates. If you need to add a new template, you can do so from Settings -> Email Templates.
Template Placeholders
Placeholder | Value |
{name} | Customer Name |
{business_name} | Company Name |
{company} | Company Name |
{email} | |
{customer_name} | Customer Name |
{client_name} | Customer Name |
{client_login_url} | Client Portal URL |