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Email: Add message to email when emailing forms

This practice would like to have the ability to add one time custom messages to forms before they are sent. This includes the invoice form and the estimates form.
  • Guest
  • Oct 24 2018
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  • Guest commented
    March 07, 2022 15:32

    You can do this- just edit before sending. I do it all the time for estimates- I write a brief paragraph about the estimate, scheduling pre-anesthetic bloodwork ahead of time, etc. If you have pre-set shortcuts set up, you could use those.