CRM-Customer Email Auto-Population
Hi team,
We would like to request the addition of a customer email auto-population feature under the CRM section for your development. This enhancement will help clients save time by eliminating the need to manually enter the customer's email when sending messages. Thank you.
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Hi Dear Customer,
To automatically populate the email address from the CRM, please follow the following steps,
Go to Settings --> Document and email templates --> Select the respective template and turn on the toggle.
Hope this was helpful.
Ron,
ron@cnzconsultants.co.nz
CNZ Consultants
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