Scenario Process - Templates List Reviewed

OVERVIEW:

Templates list is where all of the email templates and connection to ZW template are kept. These will need to be customised to match the clients verbiage.

HOW TO:

ADMIN LIST: Templates List found here: https://creatorapp.zoho.com/100rails/goscaffold/#Report:Templates_List

  1. If client is NOT in NZ delete the Safety Notice Template 
  2. Edit the Quote Email Template to match the wording of their email that goes with the quote (if supplied by client)
  3. If they are using Scaflog to email their invoices then edit the Invoice Email Template to match the wording of their email that goes with the invoice (if supplied by client)

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