Email templates are sent via the "Send Email" menu or through a workflow. When sent, an email will have your company header automatically added to the top of the email. You can send emails to one or multiple contacts through the use of merge fields.

Add an email template

SMS templates are sent via the "Send SMS" menu or through a workflow. You can send SMS messages to one or multiple contacts through the use of merge fields.

Add a SMS template

Letters

Letter templates are generated via the "Generate Letter" menu. When generated, a letter will have your company header automatically added to the top of the letter. Letters are stored automatically against the contact as a document.