Communication Templates
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Navigation: The User Interface > What is in Simplicity > Toolbar > Communication Templates |
·Comunication records can be captured by either constructing the record from the ground up each time or by use of Templates.
·Templates is a pre-formatted layout that can be used to create a custom communication in Simplicity.
·Communications templates are a starting point for a new communication that will be used repeatedly.
·These templates can be used when creating new communcation records that will be used to communicate with the client through a certain communication medium (eg. Calls/Emails or SMS)
·Templates also contain Merge fields which are fields that the user can insert into a template to incorporate values from the selected client's data that is saved in Simplicity, this will insert the client's specific details rather than just a generic hello.
This is an example of the Communications Template browse
The following tabs can be accessed from the Communications Templates Window: