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
- If client is NOT in NZ delete the Safety Notice Template
- Edit the Quote Email Template to match the wording of their email that goes with the quote (if supplied by client)
- 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)