Feature Requests
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Review / Edit Welcome Letters before sending

Tony Holloway shared this idea 3 years ago
Under Consideration

Having had this in our last billing system, it would be nice to have the option to review / edit the welcome letter before sending to the client.

For example, we may want to edit or add some text depending on the client. We may want to include a personal note to them depending on the order and the process it went through, etc.

Just needs to popup in a editor window, fully populated as the system normally would, then allow a quick review and press send.