Email to friend
Multiple emails allowed. Separate with commas



Adding Tokens to an Email Subject in Communications Centre

A token can be used to populate an email with client information. Tokens are available for client personal/business information and a selection of tax values.

Simply select the relevant options from the Token dropdown list. The tokens will appear by default inside the email body, but you can copy/cut and paste it to the subject line so that it automatically populates your email subject with the token information.