CCH iFirm Time and Fees
View email contents
You can view the content of e-mails in the E-mail Centre. The e-mails are read-only, therefore, you cannot edit them.
Topic results Email Template
CCH iFirm Time and Fees
Manage Email Templates
Templates are supplied for e-mailing invoices and statements, or you can add your own. You can delete these templates if you do not need them. You can set the default template in the billing entities area. You have the option of sending your e-mail as HTML or plain text.
CCH iFirm Time and Fees
Email Centre
The E-mail Centre displays client-related e-mails as well as some key internal e-mails.
CCH iFirm Time and Fees
Resend bounced emails
You can resend an e-mail that has a status of Error or Invalid. E-mails with an Error status can be resent in bulk. Once an e-mail has been resent, its status changes to Pending.
CCH iFirm Time and Fees
Use the Recently Bounced E-mails Dashboard Widget
You use the Recently Bounced E-mails widget on your dashboard to see the 10 most recent e-mails with a status of Bounced. This clearly reminds you that you have to try resend the bounced e-mails.
CCH OneClick
Email Templates
This document serves as a comprehensive guide to the CCH OneClick email templates for version 2022.1 and later. It details their usage, including best practices for wording and the 16 current templates available for client and employee communications. It also covers 19 merge fields used in the templates, provides suggested edits for each template, and outlines additional information regarding template functionality. Moreover, it lists unused templates that have been removed in the latest version. Notably, it emphasizes the use of dynamic links for a streamlined user experience.
CCH Central
Creating Email Templates - HTML format
The document provides a comprehensive guide on creating and managing email templates for use in the CCH Mail Merge wizard. It details the steps to create new templates, including mandatory fields like the Template Name, and options for sending emails on behalf of others, specifying reply addresses, and adding subjects. Users can attach files or reports, and incorporate merge fields for personalized emails. Additional features include formatting options, inserting hyperlinks or images, and tracking email interactions. The guide emphasizes saving templates for future use in mail merges, ensuring effective communication with contacts and clients.
Twinfield
Sales Invoicing - Email Template
This document outlines the customization options available for two email formats when sending invoices: a link embedded in the email body or a PDF attachment. Users can modify the email template's font, alignment, and include variables such as customer details and invoice specifics. Additionally, it explains how to set and verify the sender's email address to ensure proper invoicing communication.
CCH Central
Edit an Email Template - HTML format
This document provides instructions for editing email templates within a software system. It outlines the steps for accessing the Email templates feature from the Find Contacts or Find Clients screens, opening a specific template, making necessary edits, and then saving those changes. Visual aids in the form of images are included to enhance understanding of the process.
CCH Central
Copy an Email Template - HTML format
The document provides a step-by-step guide for copying existing email templates within a contact management system. Users can access the Email Templates window, select a desired template, and use the copy function from the Task Bar. Confirmation prompts guide users through the process, allowing them to rename and edit the copied template before saving it. Screenshots illustrate each step to enhance understanding.