In addition to the Default Comm Centre, you can set the templates used by Customer and then by Site. This is useful when a customer requires certain information that differs from your general default.
Getting There
Head over to Customer & Site Records via the Records menu.
Click on the Account Number.
In the Account Details page, click the Communication Centre tab.
Communication Centre
Across the top, you'll see three tabs.
Email Register: The email register enables you to review all communications with a customer.
The Action Tray opens the Email Events window, which shows their Status, the date it was sent and the Reason (if any).
Scheduled Reports: This tab lets you manage any scheduled reports you have.