Support Center

Sending Manual Emails and SMS to a Client

Last Updated: Jan 06, 2017 04:38PM CET

To send a manual SMS or email to a client

  • Go to the client
  • Click on Send > Select Email or SMS
  • Select a template (leave blank for a custom message)
  • Type the subject and message if no template has been defined
  • Send

 Before sending any messages, SMS or Email settings need to be in place in your communications settings

 To create a manual Email and SMS templates please see the relevant article
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