Answered
Exchange- allow to select different email templates while in the New Message window
The only way to change the email is by switching out the default email template and then putting back the old one. I would love to be able to have a drop down list of email templates I could select from while in the new message window, perhaps under the message options tab. Clients are becoming confused if the email is too general and the Note from Tax Preparer only happens once we can get the client to the download section.
Comments
This is something we have recieved feedback on before, and could be useful for multiple modules within SafeSend. Thanks for the suggestion!
100% agree. It would be fantastic to have multiple user-created email templates available for Exchange standard messaging.
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