How do I send an email to a Customer?
Fixably allows you to communicate efficiently. This step-by-step guide shows you how to send an email to a Customer.
Written by Annukka Matilainen
Updated at September 24th, 2024
- Release Notes
- Newly Released Features
- Getting Started
- Roles & Permissions
- Manifests
- Order Management
- Employee Management
- Customer Management
- Customer Portal
- Stock Management
- Invoicing
- Reporting
- Custom Fields
- Integrations
- GSX
- Shipments
- Service Contracts
- Configuring Your Environment
- Part Requests
- Incoming Part Allocation
- In the Customer section of an order, click the Gear icon and select Send email.
- The email form will appear. The email and the order number will automatically populate.
- Use Snippets to make sending common email types more efficient. Multiple Variables are available to populate important information automatically.
- To attach a file to the email (for example, a Cost Estimate), select the appropriate file from the list under the Attachments tab.
- When you are ready, click the Send button.