Email Templates in AO

Emily-S
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Australia
Emily-S
Cover User

2Posts

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Email Templates in AO

I am wondering if there is a way to create a standard template in Accountants Office so that I can go into a client, select a document and press send via email. I then want to select an email template (like you would a letter template etc.) and proceed to the email where I can edit the writing in the email.

For example we send out Tax Assessment Notices so I want to be able to have a standard template saying here is your assessment notice.... and then be able to quickly change the amount they are to pay or receive and then press send.

I have looked at the mail merge wizard system and it seems that once you create the template you cannot change what is in the actual email without actually changing the template each time. (Let me know if I am wrong!) - It seems you select the template and then it sends - no preview to make adjustments.

 

Please let me know any ideas you may have on this issue or if you need clarification of my problem.

Any help will be greatly appreciated.

1 REPLY
Emily-S
2 Posts
Cover User
Australia
Emily-S
Cover User

2Posts

0Kudos

1Solutions

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Re: Email Templates in AO

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