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Step-by-step Guide

How do I populate an email with client information?

Article ID: 3217
Last updated: 29 Mar, 2023

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. 

  1. Within Send Message click in the message body. 

  1. Click in the Search tokens field, a list of tokens is displayed. 

  1. Select the Token required, the token will be added to the message content where the cursor was positioned.  To move the Token, simply copy/paste to the desired location. 

Please note: Tokens can also be included within an Email Template.   

More information on Tokens and Email Templates can be found within the Getting Started Guide 

For more information on Communications Centre, please see KB3199 Communications Centre: Collateral.

Article ID: 3217
Last updated: 29 Mar, 2023
Revision: 3
Views: 132
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