from email – Zistemo Knowledge Base https://zistemo.com/knowledge-base Zistemo is the smartest app for instant time and expense tracking. Boost productivity and save time with zistemo. Fri, 30 Nov 2018 14:35:09 +0000 en-US hourly 1 https://wordpress.org/?v=6.0.2 Email Preview https://zistemo.com/knowledge-base/content/email-preview/ Mon, 08 Aug 2016 12:43:55 +0000 https://moneypenny.me/knowledge-base/?post_type=ht_kb&p=1112 Whenever you send your client an invoice, an estimate, an invitation, a reminder, etc. via e-mail, zistemo opens the E-mail Preview screen right before sending it out (right after you click ‘Send to Client’).
If you are an Account Owner, then you’ll only see your e-mail in the ‘From” drop-down. But if you are an authorized team member (an Admin or a Team Leader) you’ll see two e-mails in the dropdown, your’s and the Account Owner’s. Choose the one you need:

Here you can complete the following actions:
* Add the e-mail receiver (one of the client’s contacts) in the “To” field;
* Add e-mail addresses if you wish to publicly send this message to other people– use the “CC” field;
* Add e-mail addresses in the “BCC” field, if you wish for someone to receive a copy, but keep it private.
* A Copy of the e-mail also can be sent to your e-mail address if you check the box “Send a copy to my inbox”;
* Change the default subject and the e-mail body by using the button “Load Text Templates” to upload one of existing text templates for this e-mail type and use “Insert Placeholder” options to auto-fill some data.

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