The Quotation and Email sending building block has been improved, a dedicated email template editor has been added, more customizable programs have been implemented, and even better Customer address management is included in today's update!
Edit email templates
- Renamed the Documents menu item to Documents / Email templates menu
- Added a new option within the menu to specifically edit email templates
- Now you can choose from not only templates created in building blocks settings but also email templates when sending emails
- Can now hide/show entire workflows depending on values of input fields. In the application editor, click on the 4 small squares next to Workflows, then select the Visibility option in the pop-up menu. Here you can set visibility based on values of multiple input fields.
- Now you can specify the button label for copying Quote items to the items in the Quote building block, making the user interface more tailored to your needs
- You can now provide various types of customer addresses, including Mailing address, Investment location, and Job location, as needed