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Step-by-step Guide

Adding Tokens to an Email Subject in Communications Centre

Article ID: 3307
Last updated: 04 Jul, 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.

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.

Article ID: 3307
Last updated: 04 Jul, 2023
Revision: 2
Views: 43
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