Customer Management

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Email templates

You can create simple email templates to be used when sending an email to a Contact or Company from Upvise.

To create an email template, goto the Options menu / Email Templates tab.

To use an email template:
When you tap on a Contact or Company email, on your mobile or in your web account, a popup will display with the option to choose a Blank Email or one of the email templates you have created.

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