Engagement Letter Configuration – User Guide
Introduction
As an Admin in CRM you can configure your Engagement Letters such as setting Email Notification Templates, Engagement Letter Expiry Time and Period Days.
Engagement Letter Configuration
To configure your Engagement Letters, first navigate to the Engagement Letter Module. This can be found in Opportunities or All in the Navigation Menu at the top of the screen.
In the options on the left handside select Engagement Letters Configuration or Default Task Email templates depending on your systems labelling.
On the Engagement Letters Configuration screen. You can toggle on or off whether the Organisation email can be selected. Below that you can set Email Notifications, here you can set what email template is sent to the Assigned User of the Engagement Letter when the status of the letter is changed by selecting an email template from the drop down menu.
Note: You’ll need to create email templates to be selected from if you haven’t done so already. For more information please see: Admin Guide – Creating and Editing Email Templates – FibreCRM Support Portal
A Task will also be created for the Assigned User and you can set how many Task Due Days by typing in the box. Click the Save button for each section once you’ve configured how you would like it.
Below you can set your default Engagement Letter Auto Expiry Days. You can also set your default Period Start and Period End days in the boxes and finally below you get select the Send Signed Letter To and then email template they receive. Click the Save button in each section once you’ve configured how you would like it. Once done your Engagement Letter Configuration settings will be active.
Cheat Sheet
To download the Engagement Letter Configuration Cheat Sheet click here
