Edit default templates for emails & SMS (invoices, etc)
complete
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Jo-Anne Woodman
I know we can create our own templates in Emails, but it would be great to be able to edit or set what the defaults are (rather than recreating completely from scratch).
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Sales & Marketing
complete
Preview is visible in both Invoices and Documents from where users can edit the default right away.
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Iver Aune
Sales & Marketing The intent of this post is not completed.
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Keith Besherse
Sales & Marketing, You might need to double check with Jo-Anne Woodman, but I think the request isn't for the ability to edit the default system emails. The request is to set the account branding (structure and format). Jo-Anne Woodman?
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Terry Gregg
Would like to be able to edit the default text messages for invoices and auto payments.
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Iver Aune
Terry Gregg you are basically looking for this https://ideas.gohighlevel.com/saas/p/ability-to-edit-all-system-default-emails-agency-wide
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Iver Aune
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Angie Calo
Is there step by step tutorial for newbie i am completely lost here i want to send a whatsapp to 96 numbers
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Daleyne Guay
Same for Text2pay
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Brac Wardlaw
Please include the receipt templates in this review as well.
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Robert Diaz
The system generates over a dozen email notifications just from the Estimates & Invoices (not counting email reviews and more). Although we can edit these, we literally have to create over a dozen custom email templates which is a nightmare!!!
The logical thing to do is to allow us to create a MASTER email template for the account to be used on all these notifications. While the content would change dynamically, the design will remain. See this video explanation https://recordings.xtremewebsites.com/Kou8b1BK
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Jose Segura Romero
Is not possible to review this? we have also another problem with recurring templates:
I select only sending by email, but send also the SMS and always in english, because is not possible to edit the defaults templates for sms.
Please review this.
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Iver Aune
Nice one! Would love this!
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Sales & Marketing
under review
Capability to edit default/ system generated emails is now being considered.
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Keith Besherse
Sales & Marketing, thank you.
All the default notification emails need to be edited.
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