Skip to content

How can we improve the Smartr365 emails?

Emails

Searching…

No results.
Clear search results

- Buildings & Contents 11 ideas
- Cases View 20 ideas
- Client Portal 24 ideas
- Dashboard 12 ideas
- Document Store 23 ideas
- Emails 35 ideas
- Fact Find 123 ideas
- General 335 ideas
- Introducers 7 ideas
- Lender Integration 5 ideas
- Notes 13 ideas
- Notifications 9 ideas
- Protection 27 ideas
- Reporting 10 ideas
- Sourcing 5 ideas
- Suitability Report Generator 12 ideas
- Tasks 12 ideas
- Workflow 17 ideas

Being able to send my own email templates form the notes section of the case within the summary screen

Being able to send my own email templates form the notes section of the case within the summary screen

2 votes

Sandra Minkina-Benke shared this idea · Apr 22, 2026 · Report… · Admin →

An error occurred while saving the comment

Craig Gregory commented · July 7, 2026 2:23 AM · Report

You can do this if you make your own templates in mail chimp?

Submitting...