This article covers using an email template from ProductivityTools.
Please follow these steps:
- Right-click a set of data in Daylite
- In the contextual menu, select either Send Email from Template (iOSXpert) or Send Email from Template to xxx (iOSXpert). If the selected set of data has no email address, these options are greyed out.
- The Email dialog window is now displayed
You now have the option of filtering in which language and from which team the template should be selected. Then select the desired template. You can find out how to create a template in this article.
Check the recipients and deactivate them or change the email address if necessary.
Send the e-mail using the Send button.
Important: For technical reasons, the draft is always sent to the default Microsoft Outlook login email address. If you want to use a different sender email address, you must change it manually.
How do I create email templates with ProductivityTools?
How do I activate or deactivate ProductivityTools e-mail templates?
How do I use a ProductivityTools template for appointment invitations?
How do I create templates with ProductivityTools that incorporate form-, project- and Zoom-data?