Good day
How do you change the client communication template for the organisation, not just one client?
Also how do you add a new client communication reminder?
Good day
How do you change the client communication template for the organisation, not just one client?
Also how do you add a new client communication reminder?
Hi
You can edit a Work Template by following these instructions: https://help.karbonhq.com/en/articles/5325202-create-and-customize-work-templates#h_3e2e75b6f6
These instructions talk about reminders: https://help.karbonhq.com/en/articles/1524688-send-client-requests#h_a13af8940a
Does that help?
Already have an account? Login
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.