Using Email Templates from within Tasks

Email templates are task specific and are intended to be used in the context of the task you are working on. For example, when working on a VAT task, you should select a VAT-related email template rather than a template related to another service.

To use a template when completing a task, open the task from the Tasks tab.

In the side pane you will see:

Clicking on “Compose Email” will take you to the option of creating a one-off email or selecting from an existing template:

You can select an existing template from the drop-down list.

The email will auto-fill with:

• Data from the client record
• Fields defined in the template

You can edit the draft manually before sending.

Important: Email deliverability depends on the receiving client’s filters. There is a risk of the email being blocked by the spam filter until the client has accepted the address or domain. It is best to test delivery with a few clients first.