Updating logos on all emails To update the logo to appear on all email communication, click on your team icon in the top left hand...
Client has sent an email but I cannot see it in the email list within the client? The emails list can be found in the the left-hand menu of CRM under “Communications” and then “Emails”. This list...
Why you need a unique email address to sign in to FireHawk Funerals CRM. Firehawk Funerals CRM now has notifications being sent when certain actions occur. ie; when an email is received, when a document...
Why it’s important to tag staff in Comments both internal/external Firehawk Funerals CRM now has notifications being sent when certain actions occur. ie; when an email is received, when a document...
Assigning an email to a client in CRM It’s simple to assign an email to a client in FireHawk CRM. In the main left hand navigation menu go...
How to create an email template Email templates make communication from CRM simple and efficient. To create a new email template, select ‘Communications’ from the main...
Basic Email merge tags Generic tags:[[entity:id]] – The id of the entity this email is being sent from. User:These merge tags are generated from...