✅ Ability to edit ALL system default emails Agency-wide
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Iver Aune
We want to customize ALL the emails known as "Default" or "Standard".
➕ Add a System Emails tab in the Agency Settings (or find a suitable placement).
➕ Add folders for every Category eg. "Invoice", "Estimates", "Communities", "Calendar", etc.
➕ Add the ability to edit every single "Default" and "Standard" email.
This would be very helpful!
Bonus:
➕ Let us create the system default emails with custom color values.
➕ Add a pallet under the Brand Board named "Default Email Colors".
This would make it easy for each sub-account to brand the default system emails.
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I
Iver Aune
✅ The goal here is also to avoid the need for an endless number of email templates for each sub-account just to replace system default emails.
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Keith Besherse
Actually…I would love to see the “Bonus” implemented as the intermediate/partial solution. (The bicycle/motorcycle.) Allow the system emails to have custom colors and fonts applied as the last step before transmission. Even if the only thing that changes on the default emails was the color of the button, that would be a nice move in the direction of more consistent branding.
The cover sheet of the Prospecting Report is a great example. There is nothing inherently wrong with the big graphic. But the purple color is unlikely to match most agency’s branding. Dynamically change that graphic to the brand primary color from the Brand Board.
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Iver Aune
Keith Besherse The Bonus would save us so much time.. And having the ability to actually edit the system default emails would be incredible.
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Ketal Patel
This would be a fantastic new feature to have, this will allow us to fully customise the Agency Communications to our clients and to their clients
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Iver Aune
Ketal Patel And we wouldn't have to fill up the sub-account with custom email templates...