Use the "PDF Attachment" option to improve the workflow when sending client correspondence by email
At the end of the ChangeGPS Report Wizards, on the Produce tab, users have the option to download the PDF document or attach the document to an email (Outlook users only).
The client's address is auto populated as the To email and the Subject will be added
Example of Outlook Email created:
Create Custom Email Templates
Admin Users can customise and create various different Outlook email templates. Navigate to Settings > General and find the Merge section
Select the template to edit or else create a new email template
How to send client reports & correspondence
These email templates are available on the Produce step of the Report Wizard for the following Modules:
Core
- Letters (Merge)
- Trust Distribution Resolutions
- Dividend Statement Advice
- FBT Reports & Decs
Progress (Annual Summary Reports)
TaxPlan Reports
Outlook Integrations with 3rd party solutions
Wondering how to record ChangeGPS letters & client emails from Outlook directly to our 3rd party document management system or CRM? learn more here