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Workflow Reminder Emails
When working with project workflows, the system allows you to specify email templates that can be triggered at the start of a workflow step. The system will also let you associate a reminder email template with a workflow step. The reminder email is ...
Create Project Templates
Project Templates takes project types a step further by allowing you to setup groups and pre-assigning staff to each task. This will allow you to create new projects in few clicks and less than 30 seconds. You can create unlimited templates for each ...
Workflow Emails
When working with project workflows, the system allows you to specify email templates that can be triggered at the start of a workflow step. The system will also let you associate a reminder email template with a workflow step. The reminder email is ...
Event Emails
Events emails are emails that are triggered out of the system when a client or a staff takes some action on the system. For example, when you upload a file, the system will trigger an email to the client letting them know that you uploaded a file. ...
Email to Staff
Clarity Practice Management, purposefully avoids emails to staff to reduce the email clutter. Email is also an inefficient way to keep track of things to work on. Instead, all notifications, such as internal notes, go to the notification screen on ...