More on multiple template varying by customer. or customer type. Not global template I guess… unless there is dropdown menu when the email template viewscreen popup to choose manually on the spot might be useful but not automate. unless of course form default for email template… which can switch between manual or automate template of own choosing.
My business also need to send emails with different templates.
We have retail and wholesale customers. The invoices and quotation emails we sent to them need to use different templates. And we also send monthly recurring invoices for equipment rental. So we need at least 3 sales invoice templates and 2 quotation templates.
What I currently do is make 3 sales invoice templates and save them as text files. Whenever I need to change the invoice email type, I copy from text file to the Email Template in Settings. This is quite tedious and prone to error.
Here are my suggestions:
Allow adding unlimited number of email templates.
Let the user choose which template to use on the email compose page, say, with a dropdown.
And in Settings, have a default template config for each type of document to maintain the existing behaviour.
I think it’s overcomplicated to automate choosing template base on customer types / payment types. Just a method to manually switch among different templates is flexible.
I really like the ability to send emails from manager.io and keep all communication is one place.
I do need to send email notices to my clients, but it does not fit any category of it being Invoice/ Delivery note, etc.
I did use functionality to send an email on the client itself and it did work, however, I can not customize it using templates and it did attach customer details from the manager together with other attachment, which was not really what I needed
If we had multiple templates as well as a “custom communication” item to client option, which could be part of client portal as well as they could see these notification documents sent to them it would be really nice.
Manager is not intended to be a regular email client for general communications. Its email capabilities are only for sending accounting transactions and reports created within the program. This topic concerns the suggestion of being able to send those transactions and reports with multiple templates for different covering messages. Manager is not going to become a centralized resource for customer communication.