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The Client Communications page lists the available welcome and password email templates to send your client’s personalized emails including their specific information.
You can create a default welcome letter that is sent when the Send Welcome Letter order action is included in an order queue. You can also send it manually from the Service Details page.
If you set Ubersmith to generate user and client passwords, use this email template to send them their login information. Once you create a client from the Add New Client page, the email is sent.
If users or clients need to reset their password, use this template to send a link for them to access the function.
On this page:
Working with Order Queues
Configuring Send Welcome Letter Order Module