Setting the Professional Clearance Letter Template to be Used – User Guide
Setting the Professional Clearance Template
Professional Clearance Letters are set up as email templates in the CRM. Your system will be shipped with default Professional Clearance Letters for both an Organisation and a Individual, however you can create your professional clearance templates. For details on how to do that please see our user guide: Admin Guide – Creating and Editing Email Templates – FibreCRM Support Portal
The Email Templates will automatically selected to be set when a user sends a Professional Clearance Letter to an Organisation/Person record. If you’d like to change the template, first navigate to your username in the top right hand corner of the screen and select Admin.
In Admin scroll down to the FibreCRM modules section and select CRM Options.
In CRM Options go to the Professional Clearance Template for Organisations and Professional Clearance Template for People click the select arrows to choose a template.
The select arrow will bring up a pop up box with a list of templates. Choose the template you’d like to use.
Once you’ve selected the templates you’d like to use click Save. The templates you’ve selected will now be automatically selected for a user in Send Professional Clearance Letter pop up box.
Cheat Sheet
To download the Seting the Professional Clearance Letter Template Cheat Sheet click here
